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 10-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 FUNDS3 years Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $33,773 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,819 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,380 | $100,801-69.9% | $149,696-79.7% | $73,409-58.6% |
| Participation rate | 92.1% | 77.7%+14.4pp | 82.5%+9.6pp | 72.2%+19.9pp |
| Annual return | 32.42% | 265.34%-232.9pp | 276.60%-244.2pp | 59.29%-26.9pp |
| Employer contribution / active EE | $3,133 | $3,312-5.4% | $4,644-32.5% | $2,234+40.3% |
| Participant deferral / active EE | $7,690 | $6,404+20.1% | $6,842+12.4% | $3,805+102.1% |
| Admin fee / account holder | $66 | $181-63.6% | $9,309-99.3% | $158-58.3% |