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 FUNDS1 year Filed as: VALLEY BROOK CAPITAL GROUP, INC. Service code 27 538 VALLEY BROOK RD · VENETIA, PA 15367 | Advisory (Plan) | $15,806 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,189 | $65,061-32.1% | $143,757-69.3% | $66,914-34.0% |
| Participation rate | 58.1% | 65.2%-7.0pp | 80.3%-22.2pp | 69.8%-11.7pp |
| Annual return | -16.82% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,198 | $2,361-49.3% | $4,951-75.8% | $2,544-52.9% |
| Participant deferral / active EE | $1,496 | $2,919-48.7% | $5,637-73.5% | $4,237-64.7% |
| Admin fee / account holder | $221 | $502-55.9% | $14,673-98.5% | $593-62.7% |