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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,752 | $62,132+60.5% | $185,823-46.3% | $73,488+35.7% |
| Participation rate | 97.0% | 67.8%+29.2pp | 78.0%+19.0pp | 70.7%+26.4pp |
| Annual return | 17.71% | 20.44%-2.7pp | 35.95%-18.2pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,813 | $1,681+7.9% | $4,087-55.6% | $2,270-20.1% |
| Participant deferral / active EE | $3,546 | $3,711-4.4% | $5,632-37.0% | $3,740-5.2% |
| Admin fee / account holder | $11 | $419-97.3% | $9,500-99.9% | $513-97.8% |