See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,076 | $60,989-68.7% | $60,874-68.7% | $66,914-71.5% |
| Participation rate | 30.3% | 74.5%-44.1pp | 73.1%-42.8pp | 69.8%-39.5pp |
| Annual return | -9.93% | -9.60%-0.3pp | 16.90%-26.8pp | 1.58%-11.5pp |
| Employer contribution / active EE | $131 | $2,661-95.1% | $2,701-95.2% | $2,544-94.9% |
| Participant deferral / active EE | $1,354 | $3,615-62.5% | $3,817-64.5% | $4,237-68.0% |
| Admin fee / account holder | $24 | $338-92.9% | $3,224-99.3% | $593-96.0% |