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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $9,712 |
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).
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 | $28,675 | $44,897-36.1% | $84,966-66.3% | $199,593-85.6% |
| Participation rate | 14.8% | 45.7%-30.9pp | 67.5%-52.7pp | 72.0%-57.2pp |
| Annual return | 15.35% | 20.96%-5.6pp | 66.38%-51.0pp | 34.25%-18.9pp |
| Employer contribution / active EE | $386 | $1,365-71.7% | $2,727-85.8% | $3,034-87.3% |
| Participant deferral / active EE | $821 | $2,668-69.2% | $4,519-81.8% | $5,087-83.9% |
| Admin fee / account holder | $23 | $584-96.1% | $6,149-99.6% | $269-91.4% |