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 FUNDS4 years Filed as: PRIVATE CAPITAL GROUP LLC Service code 27 29 S MAIN ST · WEST HARTFORD, CT 06107 | Advisory (Plan) | $13,599 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,767 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,572 | $93,182-50.0% | $146,665-68.2% | $79,386-41.3% |
| Participation rate | 88.5% | 76.4%+12.0pp | 80.1%+8.4pp | 70.7%+17.8pp |
| Annual return | 16.00% | 21.61%-5.6pp | 22.74%-6.7pp | 116.85%-100.9pp |
| Employer contribution / active EE | $3 | $2,420-99.9% | $4,136-99.9% | $2,427-99.9% |
| Participant deferral / active EE | $5,436 | $4,169+30.4% | $5,506-1.3% | $4,046+34.4% |
| Admin fee / account holder | $152 | $585-74.1% | $10,280-98.5% | $626-75.8% |