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 | $9,911 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,032 | $110,094-74.5% | $151,611-81.5% | $68,494-59.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.93% | -10.12%-3.8pp | 3.33%-17.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,095 | $4,471-53.1% | $6,166-66.0% | $2,596-19.3% |
| Participant deferral / active EE | $3,792 | $6,527-41.9% | $8,363-54.7% | $4,027-5.8% |
| Admin fee / account holder | $62 | $7,719-99.2% | $11,616-99.5% | $5,403-98.9% |