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 3-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 FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,718 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,584 | $51,045-94.9% | $70,515-96.3% | $71,457-96.4% |
| Participation rate | 78.3% | 59.4%+18.9pp | 68.3%+9.9pp | 67.9%+10.4pp |
| Annual return | 60.54% | 42.63%+17.9pp | 32.77%+27.8pp | 28.85%+31.7pp |
| Employer contribution / active EE | $16 | $1,790-99.1% | $2,973-99.5% | $2,588-99.4% |
| Participant deferral / active EE | $1,236 | $3,026-59.2% | $4,567-72.9% | $4,289-71.2% |
| Admin fee / account holder | $31 | $1,994-98.5% | $6,412-99.5% | $1,587-98.1% |