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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $300 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,173 | $69,763-82.6% | $67,502-82.0% | $74,495-83.7% |
| Participation rate | 80.9% | 71.4%+9.5pp | 72.9%+8.0pp | 67.2%+13.7pp |
| Annual return | 14.87% | -40.34%+55.2pp | 3512.12%-3497.3pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $311 | $2,704-88.5% | $2,731-88.6% | $2,623-88.1% |
| Participant deferral / active EE | $1,499 | $3,636-58.8% | $4,000-62.5% | $4,346-65.5% |
| Admin fee / account holder | $12 | $896-98.6% | $3,998-99.7% | $1,942-99.4% |