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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Recordkeeping Fees | $885 |
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 | $27,609 | $49,915-44.7% | $154,803-82.2% | $74,304-62.8% |
| Participation rate | 65.3% | 54.0%+11.3pp | 78.1%-12.8pp | 60.3%+4.9pp |
| Annual return | 18.00% | 34.06%-16.1pp | 58.88%-40.9pp | 29.43%-11.4pp |
| Employer contribution / active EE | $855 | $1,611-47.0% | $4,305-80.1% | $2,241-61.9% |
| Participant deferral / active EE | $2,274 | $2,255+0.9% | $5,540-58.9% | $3,767-39.6% |
| Admin fee / account holder | $78 | $2,189-96.4% | $14,329-99.5% | $2,969-97.4% |