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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,377 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,768 | $132,049+133.1% | $200,582+53.4% | $74,304+314.2% |
| Participation rate | 95.1% | 84.1%+11.0pp | 86.9%+8.2pp | 60.3%+34.7pp |
| Annual return | 17.29% | 22.22%-4.9pp | 42.33%-25.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $6,104 | $4,558+33.9% | $6,419-4.9% | $2,241+172.4% |
| Participant deferral / active EE | $15,519 | $7,213+115.2% | $9,331+66.3% | $3,767+311.9% |
| Admin fee / account holder | $120 | $2,405-95.0% | $16,305-99.3% | $2,969-95.9% |