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 SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $6,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,551 | $65,908-73.4% | $81,812-78.5% | $77,643-77.4% |
| Participation rate | 99.8% | 65.8%+34.0pp | 72.3%+27.4pp | 70.6%+29.2pp |
| Annual return | 12.90% | 26.64%-13.7pp | 773.79%-760.9pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,799 | $2,370+18.1% | $2,912-3.9% | $2,726+2.7% |
| Participant deferral / active EE | $953 | $3,505-72.8% | $4,319-77.9% | $4,647-79.5% |
| Admin fee / account holder | $7 | $526-98.6% | $7,386-99.9% | $430-98.3% |