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 |
|---|---|---|
Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $45,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,799 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,310 | $65,061+363.1% | $143,757+109.6% | $66,914+350.3% |
| Participation rate | 95.0% | 65.2%+29.8pp | 80.3%+14.7pp | 69.8%+25.2pp |
| Annual return | -16.69% | -11.14%-5.6pp | -0.04%-16.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $8,242 | $2,361+249.2% | $4,951+66.5% | $2,544+224.0% |
| Participant deferral / active EE | $7,409 | $2,919+153.8% | $5,637+31.4% | $4,237+74.9% |
| Admin fee / account holder | $397 | $502-21.0% | $14,673-97.3% | $593-33.1% |