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 | $1,632 |
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 | $97,911 | $49,138+99.3% | $84,015+16.5% | $65,185+50.2% |
| Participation rate | 92.4% | 60.7%+31.6pp | 69.0%+23.4pp | 70.2%+22.2pp |
| Annual return | 20.64% | 23.00%-2.4pp | 71.31%-50.7pp | 29.38%-8.7pp |
| Employer contribution / active EE | $920 | $914+0.7% | $1,983-53.6% | $2,177-57.7% |
| Participant deferral / active EE | $2,832 | $2,397+18.1% | $3,239-12.6% | $3,514-19.4% |
| Admin fee / account holder | $5 | $543-99.1% | $6,101-99.9% | $847-99.4% |