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: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,579 |
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 | $38,388 | $58,320-34.2% | $86,436-55.6% | $66,914-42.6% |
| Participation rate | 67.2% | 78.6%-11.4pp | 80.3%-13.1pp | 69.8%-2.6pp |
| Annual return | -16.70% | -9.71%-7.0pp | 4394.89%-4411.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,897 | $2,615+49.0% | $3,769+3.4% | $2,544+53.2% |
| Participant deferral / active EE | $9,831 | $6,899+42.5% | $6,952+41.4% | $4,237+132.0% |
| Admin fee / account holder | $14 | $546-97.4% | $6,731-99.8% | $593-97.6% |