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 | $1,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,302 | $76,050-36.5% | $96,544-50.0% | $71,457-32.4% |
| Participation rate | 34.2% | 74.4%-40.2pp | 76.0%-41.8pp | 67.9%-33.8pp |
| Annual return | 18.89% | 22.81%-3.9pp | 25.84%-7.0pp | 28.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,290 | $4,215-45.7% | $4,851-52.8% | $4,289-46.6% |
| Admin fee / account holder | $21 | $2,707-99.2% | $8,252-99.7% | $1,587-98.7% |