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) | $39,093 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,513 |
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 | $47,323 | $50,815-6.9% | $155,509-69.6% | $77,643-39.1% |
| Participation rate | 41.3% | 63.1%-21.8pp | 78.2%-36.9pp | 70.6%-29.3pp |
| Annual return | 33.63% | 34.80%-1.2pp | 64.67%-31.0pp | 31.24%+2.4pp |
| Employer contribution / active EE | $1,188 | $1,993-40.4% | $4,672-74.6% | $2,726-56.4% |
| Participant deferral / active EE | $2,120 | $2,822-24.9% | $5,626-62.3% | $4,647-54.4% |
| Admin fee / account holder | $284 | $437-35.0% | $15,912-98.2% | $430-34.0% |