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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,633 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,123 | $87,870-80.5% | $113,168-84.9% | $74,304-77.0% |
| Participation rate | 96.8% | 70.7%+26.1pp | 76.6%+20.2pp | 60.3%+36.5pp |
| Annual return | 14.08% | 26.44%-12.4pp | 24.27%-10.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $347 | $2,277-84.8% | $2,975-88.3% | $2,241-84.5% |
| Participant deferral / active EE | $2,749 | $4,241-35.2% | $5,107-46.2% | $3,767-27.0% |
| Admin fee / account holder | $122 | $3,368-96.4% | $12,068-99.0% | $2,969-95.9% |