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 5-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+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,932 | $100,801-82.2% | $149,696-88.0% | $73,409-75.6% |
| Participation rate | 60.3% | 77.7%-17.4pp | 82.5%-22.2pp | 72.2%-11.9pp |
| Annual return | 0.00% | 265.34%-265.3pp | 276.60%-276.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $3,083 | $3,312-6.9% | $4,644-33.6% | $2,234+38.0% |
| Participant deferral / active EE | $5,595 | $6,404-12.6% | $6,842-18.2% | $3,805+47.0% |
| Admin fee / account holder | $62 | $181-65.6% | $9,309-99.3% | $158-60.6% |