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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,465 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $10,448 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,007 | $73,867-24.2% | $143,757-61.0% | $68,494-18.2% |
| Participation rate | 71.8% | 66.7%+5.1pp | 80.3%-8.5pp | 67.9%+3.9pp |
| Annual return | -15.50% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,720 | $3,184-46.0% | $4,951-65.3% | $2,596-33.7% |
| Participant deferral / active EE | $4,912 | $3,384+45.1% | $5,637-12.9% | $4,027+22.0% |
| Admin fee / account holder | $254 | $5,755-95.6% | $14,673-98.3% | $5,403-95.3% |