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 7-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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,656 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,947 | $52,953-32.1% | $172,739-79.2% | $65,185-44.9% |
| Participation rate | 63.6% | 66.2%-2.6pp | 82.6%-19.0pp | 70.2%-6.6pp |
| Annual return | 23.58% | 30.12%-6.5pp | 802.84%-779.3pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,490 | $2,190-32.0% | $5,143-71.0% | $2,177-31.5% |
| Participant deferral / active EE | $1,954 | $2,471-20.9% | $5,198-62.4% | $3,514-44.4% |
| Admin fee / account holder | $113 | $472-76.0% | $13,954-99.2% | $847-86.6% |