See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,483 | $72,607-13.9% | $90,749-31.1% | $66,914-6.6% |
| Participation rate | 45.6% | 73.7%-28.0pp | 75.7%-30.1pp | 69.8%-24.2pp |
| Annual return | -16.43% | -12.28%-4.1pp | -12.16%-4.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,138 | $2,369-9.8% | $2,921-26.8% | $2,544-16.0% |
| Participant deferral / active EE | $3,409 | $3,977-14.3% | $4,564-25.3% | $4,237-19.5% |
| Admin fee / account holder | $14 | $707-98.1% | $8,445-99.8% | $593-97.7% |