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 3700 CRESTWOOD PARKWAY · DULUTH, GA 30096 | Contract Administrator | $5,345 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,663 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,221 | $89,753-26.2% | $107,525-38.4% | $84,808-21.9% |
| Participation rate | 91.8% | 68.1%+23.7pp | 75.1%+16.7pp | 68.3%+23.4pp |
| Annual return | 16.05% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,581 | $3,113-17.1% | $3,754-31.2% | $2,631-1.9% |
| Participant deferral / active EE | $4,410 | $4,056+8.7% | $5,116-13.8% | $4,212+4.7% |
| Admin fee / account holder | $113 | $7,222-98.4% | $8,919-98.7% | $7,344-98.5% |