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 37 · EIN 04-2647786 | Loan Processing | $20,005 |
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $14,765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,198 | $101,317-8.0% | $146,958-36.6% | $74,495+25.1% |
| Participation rate | 97.8% | 75.5%+22.3pp | 82.2%+15.7pp | 67.2%+30.6pp |
| Annual return | 15.16% | 8730.91%-8715.7pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $5,608 | $3,810+47.2% | $4,933+13.7% | $2,623+113.8% |
| Participant deferral / active EE | $12,018 | $7,303+64.6% | $8,070+48.9% | $4,346+176.6% |
| Admin fee / account holder | $184 | $1,739-89.4% | $12,998-98.6% | $1,942-90.5% |