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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $3,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,300 | $47,722-67.9% | $82,719-81.5% | $64,808-76.4% |
| Participation rate | 99.7% | 67.6%+32.1pp | 72.6%+27.2pp | 71.5%+28.3pp |
| Annual return | -15.62% | -13.05%-2.6pp | 701.18%-716.8pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,693 | $2,179+23.6% | $3,009-10.5% | $2,506+7.5% |
| Participant deferral / active EE | $1,001 | $3,329-69.9% | $4,395-77.2% | $4,310-76.8% |
| Admin fee / account holder | $6 | $143-95.7% | $5,329-99.9% | $188-96.8% |