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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $51,364 |
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 | $68,529 | $71,964-4.8% | $167,512-59.1% | $85,563-19.9% |
| Participation rate | 51.2% | 61.0%-9.7pp | 77.1%-25.8pp | 66.0%-14.7pp |
| Annual return | 18.87% | 18.83%0pp | 1615.79%-1596.9pp | 31.51%-12.6pp |
| Employer contribution / active EE | $873 | $1,875-53.4% | $3,882-77.5% | $2,654-67.1% |
| Participant deferral / active EE | $3,120 | $4,110-24.1% | $6,405-51.3% | $4,375-28.7% |
| Admin fee / account holder | $90 | $815-88.9% | $9,769-99.1% | $834-89.2% |