Filed June 30, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $83,385 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,752 | $160,882+2.4% | $200,582-17.9% | $102,872+60.2% |
| Participation rate | 96.9% | 91.2%+5.7pp | 86.9%+10.0pp | 73.0%+23.9pp |
| Annual return | 12.30% | 18.15%-5.8pp | 42.33%-30.0pp | 19.06%-6.8pp |
| Employer contribution / active EE | $4,973 | $5,602-11.2% | $6,419-22.5% | $3,526+41.0% |
| Participant deferral / active EE | $9,891 | $9,300+6.4% | $9,331+6.0% | $5,535+78.7% |
| Admin fee / account holder | $22 | $125-82.7% | $16,305-99.9% | $292-92.6% |