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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.
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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 RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $30,144 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,775 | $23,385+1.7% | $69,182-65.6% | $57,658-58.8% |
| Participation rate | 28.4% | 37.9%-9.5pp | 55.1%-26.7pp | 70.2%-41.8pp |
| Annual return | 6.17% | -659.34%+665.5pp | -21.93%+28.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $242 | $422-42.7% | $1,206-79.9% | $1,974-87.7% |
| Participant deferral / active EE | $662 | $843-21.5% | $1,897-65.1% | $3,061-78.4% |
| Admin fee / account holder | $179 | $82+118.5% | $2,697-93.3% | $95+89.8% |