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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,603 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,053 | $185,342-33.1% | $111,297+11.5% | $86,799+42.9% |
| Participation rate | 79.9% | 81.0%-1.0pp | 77.3%+2.6pp | 72.3%+7.7pp |
| Annual return | 13.00% | 500.80%-487.8pp | 54.65%-41.7pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,513 | $2,246-32.6% | $2,731-44.6% | $2,405-37.1% |
| Participant deferral / active EE | $5,851 | $4,458+31.2% | $4,487+30.4% | $4,131+41.6% |
| Admin fee / account holder | $1 | $255-99.5% | $7,964-100.0% | $170-99.2% |