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 7-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 | $9,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,280 | $49,451-63.0% | $79,550-77.0% | $66,914-72.7% |
| Participation rate | 36.4% | 61.3%-24.9pp | 69.5%-33.1pp | 69.8%-33.4pp |
| Annual return | -18.85% | 84.25%-103.1pp | 0.16%-19.0pp | 1.58%-20.4pp |
| Employer contribution / active EE | $896 | $1,266-29.2% | $2,413-62.9% | $2,544-64.8% |
| Participant deferral / active EE | $1,514 | $3,159-52.1% | $3,985-62.0% | $4,237-64.3% |
| Admin fee / account holder | $108 | $595-81.8% | $6,832-98.4% | $593-81.8% |