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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,820 | $54,193+45.4% | $93,606-15.8% | $77,643+1.5% |
| Participation rate | 50.2% | 63.9%-13.8pp | 68.7%-18.5pp | 70.6%-20.4pp |
| Annual return | 14.53% | 30.54%-16.0pp | 133.20%-118.7pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,029 | $1,168-11.9% | $2,420-57.5% | $2,726-62.3% |
| Participant deferral / active EE | $3,966 | $3,144+26.2% | $4,411-10.1% | $4,647-14.7% |
| Admin fee / account holder | $28 | $576-95.1% | $8,285-99.7% | $430-93.5% |