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: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,100 |
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 | $32,532 | $52,293-37.8% | $178,490-81.8% | $73,409-55.7% |
| Participation rate | 36.7% | 65.3%-28.7pp | 81.9%-45.2pp | 72.2%-35.5pp |
| Annual return | 12.79% | 34.75%-22.0pp | 151.07%-138.3pp | 59.29%-46.5pp |
| Employer contribution / active EE | $658 | $1,735-62.1% | $5,011-86.9% | $2,234-70.6% |
| Participant deferral / active EE | $1,188 | $2,332-49.1% | $5,202-77.2% | $3,805-68.8% |
| Admin fee / account holder | -$2 | $127-101.9% | $13,984-100.0% | $158-101.6% |