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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,835 | $49,915+17.9% | $154,803-62.0% | $74,304-20.8% |
| Participation rate | 95.7% | 54.0%+41.8pp | 78.1%+17.6pp | 60.3%+35.4pp |
| Annual return | 14.68% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,831 | $1,611+13.6% | $4,305-57.5% | $2,241-18.3% |
| Participant deferral / active EE | $2,479 | $2,255+10.0% | $5,540-55.3% | $3,767-34.2% |
| Admin fee / account holder | $9 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |