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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,745 | $82,917-59.3% | $103,333-67.3% | $77,643-56.5% |
| Participation rate | 37.3% | 71.6%-34.3pp | 74.5%-37.2pp | 70.6%-33.3pp |
| Annual return | 15.94% | 19.13%-3.2pp | 24.88%-8.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $998 | $3,552-71.9% | $3,868-74.2% | $2,726-63.4% |
| Participant deferral / active EE | $1,859 | $4,108-54.8% | $5,057-63.2% | $4,647-60.0% |
| Admin fee / account holder | $20 | $638-96.8% | $8,355-99.8% | $430-95.3% |