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 30 W BROAD UNIT 2 · ROCHESTER, NY 14614 | Advisory (Plan) | $6,295 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,580 | $73,867-58.6% | $143,757-78.7% | $68,494-55.4% |
| Participation rate | 21.6% | 66.7%-45.0pp | 80.3%-58.7pp | 67.9%-46.3pp |
| Annual return | -16.94% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $91 | $3,184-97.1% | $4,951-98.2% | $2,596-96.5% |
| Participant deferral / active EE | $1,274 | $3,384-62.3% | $5,637-77.4% | $4,027-68.4% |
| Admin fee / account holder | $72 | $5,755-98.7% | $14,673-99.5% | $5,403-98.7% |