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 |
|---|---|---|
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $26,618 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,508 | $65,561+24.3% | $91,541-11.0% | $74,304+9.7% |
| Participation rate | 66.9% | 56.6%+10.3pp | 69.8%-2.9pp | 60.3%+6.6pp |
| Annual return | 16.04% | 17.68%-1.6pp | 20.50%-4.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $2,636 | $1,717+53.5% | $2,505+5.2% | $2,241+17.6% |
| Participant deferral / active EE | $4,398 | $2,918+50.7% | $4,008+9.7% | $3,767+16.7% |
| Admin fee / account holder | $306 | $3,333-90.8% | $6,956-95.6% | $2,969-89.7% |