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 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $24,388 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $22,574 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,264 | $65,435-43.1% | $86,677-57.0% | $66,914-44.3% |
| Participation rate | 93.2% | 75.5%+17.7pp | 76.6%+16.6pp | 69.8%+23.3pp |
| Annual return | -13.37% | -10.89%-2.5pp | 35.91%-49.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $885 | $2,153-58.9% | $2,836-68.8% | $2,544-65.2% |
| Participant deferral / active EE | $2,686 | $4,100-34.5% | $4,656-42.3% | $4,237-36.6% |
| Admin fee / account holder | $218 | $642-66.0% | $7,493-97.1% | $593-63.2% |