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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,528 | $65,061-60.8% | $143,757-82.2% | $66,914-61.8% |
| Participation rate | 58.3% | 65.2%-6.8pp | 80.3%-22.0pp | 69.8%-11.5pp |
| Annual return | -16.42% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $817 | $2,361-65.4% | $4,951-83.5% | $2,544-67.9% |
| Participant deferral / active EE | $1,916 | $2,919-34.4% | $5,637-66.0% | $4,237-54.8% |
| Admin fee / account holder | $22 | $502-95.5% | $14,673-99.8% | $593-96.2% |