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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 82-4555287 | Recordkeeping | $1,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,364 | $78,672-60.1% | $109,143-71.3% | $85,850-63.5% |
| Participation rate | 89.9% | 68.3%+21.6pp | 75.9%+14.0pp | 69.3%+20.6pp |
| Annual return | 15.17% | 25.09%-9.9pp | 25.75%-10.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,925 | $2,735+7.0% | $3,722-21.4% | $2,565+14.0% |
| Participant deferral / active EE | $5,473 | $3,467+57.8% | $4,653+17.6% | $3,952+38.5% |
| Admin fee / account holder | $8 | $5,469-99.8% | $6,752-99.9% | $6,260-99.9% |