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 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,360 |
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 | $23,298 | $101,317-77.0% | $146,958-84.1% | $74,495-68.7% |
| Participation rate | 89.3% | 75.5%+13.8pp | 82.2%+7.2pp | 67.2%+22.1pp |
| Annual return | 17.08% | 8730.91%-8713.8pp | 418.34%-401.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $3,941 | $3,810+3.4% | $4,933-20.1% | $2,623+50.3% |
| Participant deferral / active EE | $7,869 | $7,303+7.7% | $8,070-2.5% | $4,346+81.1% |
| Admin fee / account holder | $105 | $1,739-93.9% | $12,998-99.2% | $1,942-94.6% |