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 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,939 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,363 | $100,923+55.9% | $150,045+4.9% | $74,304+111.8% |
| Participation rate | 84.0% | 70.1%+13.9pp | 82.3%+1.7pp | 60.3%+23.7pp |
| Annual return | 17.63% | 51.77%-34.1pp | 62.55%-44.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,364 | $3,463-31.7% | $4,693-49.6% | $2,241+5.5% |
| Participant deferral / active EE | $12,844 | $6,709+91.4% | $7,997+60.6% | $3,767+240.9% |
| Admin fee / account holder | $407 | $2,767-85.3% | $13,435-97.0% | $2,969-86.3% |