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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 10 SERVICES · IRVINE, CA 92618 | Accounting | $1,744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,401 | $62,928-37.4% | $172,739-77.2% | $67,579-41.7% |
| Participation rate | 77.3% | 64.5%+12.8pp | 82.6%-5.4pp | 71.3%+6.0pp |
| Annual return | 23.94% | 30.36%-6.4pp | 802.84%-778.9pp | 378.56%-354.6pp |
| Employer contribution / active EE | $2,398 | $1,636+46.6% | $5,143-53.4% | $2,148+11.7% |
| Participant deferral / active EE | $3,739 | $2,145+74.3% | $5,198-28.1% | $3,539+5.6% |
| Admin fee / account holder | $9 | $167-94.5% | $13,954-99.9% | $142-93.5% |