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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,003 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,957 | $64,919+21.6% | $392,568-79.9% | $65,185+21.1% |
| Participation rate | 74.8% | 72.0%+2.8pp | 78.1%-3.3pp | 70.2%+4.6pp |
| Annual return | 22.98% | 26.09%-3.1pp | 24.42%-1.4pp | 29.38%-6.4pp |
| Employer contribution / active EE | $556 | $2,374-76.6% | $3,783-85.3% | $2,177-74.5% |
| Participant deferral / active EE | $4,642 | $3,668+26.5% | $5,985-22.4% | $3,514+32.1% |
| Admin fee / account holder | $41 | $634-93.5% | $6,260-99.3% | $847-95.1% |