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 |
|---|---|---|
Service code 13 88 BOYD AVE · EAST PROVIENCE, RI 02914 | Contract Administrator | $10,045 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,485 | $56,972+130.8% | $182,532-28.0% | $65,185+101.7% |
| Participation rate | 67.1% | 66.5%+0.6pp | 78.0%-10.9pp | 70.2%-3.1pp |
| Annual return | 20.01% | 27.67%-7.7pp | 148.54%-128.5pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,540 | $1,615-4.6% | $4,076-62.2% | $2,177-29.3% |
| Participant deferral / active EE | $6,159 | $3,526+74.7% | $5,524+11.5% | $3,514+75.3% |
| Admin fee / account holder | $79 | $528-85.1% | $8,592-99.1% | $847-90.7% |