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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,875 | $102,553+83.2% | $151,611+23.9% | $66,914+180.8% |
| Participation rate | 95.9% | 85.5%+10.4pp | 87.5%+8.4pp | 69.8%+26.1pp |
| Annual return | -15.85% | -10.82%-5.0pp | 3.33%-19.2pp | 1.58%-17.4pp |
| Employer contribution / active EE | $5,445 | $4,180+30.3% | $6,166-11.7% | $2,544+114.0% |
| Participant deferral / active EE | $13,712 | $6,641+106.5% | $8,363+64.0% | $4,237+223.6% |
| Admin fee / account holder | $10 | $630-98.4% | $11,616-99.9% | $593-98.3% |