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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,051 | $59,159+70.8% | $159,960-36.8% | $66,914+51.0% |
| Participation rate | 98.0% | 68.1%+29.9pp | 78.0%+20.0pp | 69.8%+28.2pp |
| Annual return | -18.01% | -12.26%-5.8pp | 408.60%-426.6pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,907 | $1,983+46.6% | $4,226-31.2% | $2,544+14.3% |
| Participant deferral / active EE | $3,967 | $4,395-9.7% | $6,182-35.8% | $4,237-6.4% |
| Admin fee / account holder | $15 | $591-97.5% | $8,698-99.8% | $593-97.6% |