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 | $30,835 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,885 |
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $7,890 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,721 | $104,475-76.3% | $159,436-84.5% | $79,386-68.9% |
| Participation rate | 82.4% | 76.6%+5.7pp | 82.8%-0.5pp | 70.7%+11.6pp |
| Annual return | 15.91% | 67.95%-52.0pp | 263.57%-247.7pp | 116.85%-100.9pp |
| Employer contribution / active EE | $2,053 | $3,417-39.9% | $4,829-57.5% | $2,427-15.4% |
| Participant deferral / active EE | $4,312 | $6,467-33.3% | $7,352-41.3% | $4,046+6.6% |
| Admin fee / account holder | $185 | $711-74.0% | $10,799-98.3% | $626-70.4% |