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 SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,855 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,344 | $82,664+43.2% | $125,339-5.6% | $68,494+72.8% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -14.58% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,164 | $3,381-36.0% | $4,814-55.0% | $2,596-16.6% |
| Participant deferral / active EE | $8,099 | $6,110+32.5% | $7,446+8.8% | $4,027+101.1% |
| Admin fee / account holder | $23 | $6,275-99.6% | $10,010-99.8% | $5,403-99.6% |