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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 37 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Loan Processing | $7,991 |
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 | $41,468 | $51,315-19.2% | $95,745-56.7% | $71,457-42.0% |
| Participation rate | 97.0% | 63.0%+33.9pp | 72.3%+24.7pp | 67.9%+29.0pp |
| Annual return | 18.54% | 25.26%-6.7pp | 28.35%-9.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $984 | $1,819-45.9% | $2,835-65.3% | $2,588-62.0% |
| Participant deferral / active EE | $3,446 | $3,358+2.6% | $4,245-18.8% | $4,289-19.6% |
| Admin fee / account holder | $81 | $1,137-92.8% | $5,678-98.6% | $1,587-94.9% |