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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,213 | $59,159-87.8% | $159,960-95.5% | $66,914-89.2% |
| Participation rate | 56.1% | 68.1%-12.0pp | 78.0%-21.9pp | 69.8%-13.7pp |
| Annual return | -18.40% | -12.26%-6.1pp | 408.60%-427.0pp | 1.58%-20.0pp |
| Employer contribution / active EE | $770 | $1,983-61.2% | $4,226-81.8% | $2,544-69.7% |
| Participant deferral / active EE | $1,334 | $4,395-69.6% | $6,182-78.4% | $4,237-68.5% |
| Admin fee / account holder | $1 | $591-99.8% | $8,698-100.0% | $593-99.8% |