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 12 · EIN 82-4555287 | Recordkeeping fees; Float revenue; Pa... | $16,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,477 | $65,061-47.0% | $143,757-76.0% | $66,914-48.5% |
| Participation rate | 34.8% | 65.2%-30.4pp | 80.3%-45.5pp | 69.8%-35.0pp |
| Annual return | -14.16% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $484 | $2,361-79.5% | $4,951-90.2% | $2,544-81.0% |
| Participant deferral / active EE | $811 | $2,919-72.2% | $5,637-85.6% | $4,237-80.9% |
| Admin fee / account holder | $239 | $502-52.3% | $14,673-98.4% | $593-59.7% |