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 FUNDS3 years Filed as: VALLEY BROOK CAPITAL GROUP, INC. Service code 27 538 VALLEY BROOK RD · VENETIA, PA 15367 | Advisory (Plan) | $16,232 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,408 | $55,415-1.8% | $155,509-65.0% | $74,495-27.0% |
| Participation rate | 54.6% | 61.9%-7.3pp | 78.2%-23.6pp | 67.2%-12.6pp |
| Annual return | 16.11% | 268.50%-252.4pp | 64.67%-48.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,675 | $2,267-26.1% | $4,672-64.1% | $2,623-36.1% |
| Participant deferral / active EE | $1,995 | $2,836-29.7% | $5,626-64.5% | $4,346-54.1% |
| Admin fee / account holder | $197 | $1,738-88.6% | $15,912-98.8% | $1,942-89.8% |