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 SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,622 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,486 | $24,733+31.3% | $69,647-53.4% | $74,495-56.4% |
| Participation rate | 73.1% | 63.5%+9.6pp | 66.5%+6.7pp | 67.2%+5.9pp |
| Annual return | 11.71% | 18.55%-6.8pp | 100.48%-88.8pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,438 | $1,001+43.7% | $1,712-16.0% | $2,623-45.2% |
| Participant deferral / active EE | $2,516 | $1,901+32.4% | $2,886-12.8% | $4,346-42.1% |
| Admin fee / account holder | $20 | $1,892-98.9% | $4,713-99.6% | $1,942-99.0% |