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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $56,489 |
WAVERLY ADVISORS, LLC2 years Filed as: WAVERLY ADVISORS LLC Service code 27 2500 ACTON RD · BIRMINGHAM, AL 35243 | Advisory (Plan) | $45,467 |
Participant 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 | $28,476 | $56,767-49.8% | $101,794-72.0% | $85,563-66.7% |
| Participation rate | 78.7% | 57.6%+21.1pp | 69.2%+9.5pp | 66.0%+12.8pp |
| Annual return | 15.66% | 17.76%-2.1pp | 30.53%-14.9pp | 31.51%-15.8pp |
| Employer contribution / active EE | $566 | $1,112-49.1% | $2,289-75.3% | $2,654-78.7% |
| Participant deferral / active EE | $609 | $2,720-77.6% | $4,084-85.1% | $4,375-86.1% |
| Admin fee / account holder | $122 | $1,098-88.9% | $8,777-98.6% | $834-85.4% |