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 | $3,922 |
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 | $81,668 | $56,972+43.3% | $182,532-55.3% | $65,185+25.3% |
| Participation rate | 97.0% | 66.5%+30.4pp | 78.0%+19.0pp | 70.2%+26.8pp |
| Annual return | 21.70% | 27.67%-6.0pp | 148.54%-126.8pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,850 | $1,615+14.6% | $4,076-54.6% | $2,177-15.0% |
| Participant deferral / active EE | $3,342 | $3,526-5.2% | $5,524-39.5% | $3,514-4.9% |
| Admin fee / account holder | $50 | $528-90.6% | $8,592-99.4% | $847-94.1% |