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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,548 | $86,286-19.4% | $111,297-37.5% | $85,850-19.0% |
| Participation rate | 80.0% | 73.3%+6.7pp | 77.3%+2.7pp | 69.3%+10.7pp |
| Annual return | 15.59% | 19.99%-4.4pp | 54.65%-39.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,364 | $2,043-33.3% | $2,731-50.1% | $2,565-46.8% |
| Participant deferral / active EE | $2,072 | $3,641-43.1% | $4,487-53.8% | $3,952-47.6% |
| Admin fee / account holder | $8 | $8,188-99.9% | $7,964-99.9% | $6,260-99.9% |