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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 37 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Loan Processing | $2,342 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,194 | $60,488+4.5% | $109,895-42.5% | $79,386-20.4% |
| Participation rate | 98.1% | 67.0%+31.0pp | 74.2%+23.8pp | 70.7%+27.4pp |
| Annual return | 14.83% | 189.57%-174.7pp | 29.45%-14.6pp | 116.85%-102.0pp |
| Employer contribution / active EE | $845 | $1,649-48.7% | $2,842-70.3% | $2,427-65.2% |
| Participant deferral / active EE | $3,042 | $3,220-5.5% | $4,048-24.9% | $4,046-24.8% |
| Admin fee / account holder | $49 | $605-91.8% | $6,066-99.2% | $626-92.1% |