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 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $850 |
Filed as: FIDELITY INV INST OPERATIONS COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $793 |
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 | $42,303 | $52,953-20.1% | $172,739-75.5% | $65,185-35.1% |
| Participation rate | 74.4% | 66.2%+8.2pp | 82.6%-8.2pp | 70.2%+4.2pp |
| Annual return | 19.31% | 30.12%-10.8pp | 802.84%-783.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $896 | $2,190-59.1% | $5,143-82.6% | $2,177-58.8% |
| Participant deferral / active EE | $1,117 | $2,471-54.8% | $5,198-78.5% | $3,514-68.2% |
| Admin fee / account holder | $25 | $472-94.7% | $13,954-99.8% | $847-97.0% |