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 2 PERIMETER PARK S STE 500W · BERMINGHAM, AL 35243 | Advisory (Plan) | $70,017 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,271 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,218 | $93,182+279.1% | $146,665+140.8% | $79,386+344.9% |
| Participation rate | 90.1% | 76.4%+13.6pp | 80.1%+10.0pp | 70.7%+19.4pp |
| Annual return | 16.74% | 21.61%-4.9pp | 22.74%-6.0pp | 116.85%-100.1pp |
| Employer contribution / active EE | $12,384 | $2,420+411.8% | $4,136+199.4% | $2,427+410.2% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $423 | $585-27.7% | $10,280-95.9% | $626-32.4% |