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 |
|---|---|---|
Service code 15 · EIN 74-2533381 | Recordkeeping | $2,625 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 15 · EIN 82-4555287 | Recordkeeping | $1,075 |
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 | $12,186 | $27,839-56.2% | $58,482-79.2% | $71,457-82.9% |
| Participation rate | 67.0% | 34.5%+32.5pp | 50.9%+16.2pp | 67.9%-0.9pp |
| Annual return | 25.75% | 26.81%-1.1pp | 4239.32%-4213.6pp | 28.85%-3.1pp |
| Employer contribution / active EE | $811 | $631+28.6% | $1,053-23.0% | $2,588-68.7% |
| Participant deferral / active EE | $1,204 | $1,206-0.2% | $1,924-37.4% | $4,289-71.9% |
| Admin fee / account holder | $24 | $1,641-98.5% | $2,516-99.1% | $1,587-98.5% |