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: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,200 |
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 | $26,874 | $46,292-41.9% | $143,757-81.3% | $64,808-58.5% |
| Participation rate | 37.3% | 64.2%-26.9pp | 80.3%-43.0pp | 71.5%-34.2pp |
| Annual return | -14.89% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $808 | $1,910-57.7% | $4,951-83.7% | $2,506-67.8% |
| Participant deferral / active EE | $1,260 | $2,646-52.4% | $5,637-77.6% | $4,310-70.8% |
| Admin fee / account holder | $5 | $154-97.0% | $14,673-100.0% | $188-97.6% |