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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,404 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,864 | $86,332+78.2% | $125,175+22.9% | $65,185+136.0% |
| Participation rate | 97.5% | 75.3%+22.2pp | 79.8%+17.8pp | 70.2%+27.3pp |
| Annual return | 4.16% | 27.43%-23.3pp | 43.79%-39.6pp | 29.38%-25.2pp |
| Employer contribution / active EE | $3,364 | $2,040+64.9% | $3,865-13.0% | $2,177+54.5% |
| Participant deferral / active EE | $4,736 | $3,537+33.9% | $4,937-4.1% | $3,514+34.8% |
| Admin fee / account holder | $22 | $609-96.4% | $9,702-99.8% | $847-97.4% |