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 25 · EIN 82-4555287 | Directed Trustee | $1,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,190 | $79,171-40.4% | $102,423-53.9% | $74,495-36.7% |
| Participation rate | 88.6% | 74.8%+13.8pp | 76.5%+12.1pp | 67.2%+21.4pp |
| Annual return | 13.88% | 54.93%-41.1pp | 29.32%-15.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,925 | $2,362+23.8% | $3,023-3.3% | $2,623+11.5% |
| Participant deferral / active EE | $5,270 | $4,415+19.4% | $5,053+4.3% | $4,346+21.3% |
| Admin fee / account holder | $10 | $2,001-99.5% | $9,451-99.9% | $1,942-99.5% |