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 3-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 FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,560 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,817 | $40,385-1.4% | $80,569-50.6% | $74,419-46.5% |
| Participation rate | 58.0% | 47.4%+10.6pp | 67.0%-9.0pp | 70.7%-12.7pp |
| Annual return | 24.32% | 164.85%-140.5pp | 935.43%-911.1pp | 34.38%-10.1pp |
| Employer contribution / active EE | $325 | $1,496-78.3% | $2,723-88.1% | $2,637-87.7% |
| Participant deferral / active EE | $1,545 | $2,674-42.2% | $4,447-65.3% | $4,528-65.9% |
| Admin fee / account holder | $53 | $720-92.6% | $5,377-99.0% | $348-84.6% |