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 |
|---|---|---|
Service code 13 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $7,602 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $575 |
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 | $83,477 | $55,415+50.6% | $155,509-46.3% | $74,495+12.1% |
| Participation rate | 73.3% | 61.9%+11.4pp | 78.2%-4.9pp | 67.2%+6.1pp |
| Annual return | 15.20% | 268.50%-253.3pp | 64.67%-49.5pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $389 | $2,267-82.8% | $4,672-91.7% | $2,623-85.2% |
| Participant deferral / active EE | $3,222 | $2,836+13.6% | $5,626-42.7% | $4,346-25.9% |
| Admin fee / account holder | $89 | $1,738-94.9% | $15,912-99.4% | $1,942-95.4% |