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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $41,090 |
Service code 99 301 VETERANS BLVD · DENHAM SPINGS, LA 70726 | Other Fees | $11,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,434 | $57,610-55.9% | $154,803-83.6% | $102,872-75.3% |
| Participation rate | 23.6% | 59.5%-35.8pp | 78.1%-54.4pp | 73.0%-49.4pp |
| Annual return | 17.16% | 30.49%-13.3pp | 58.88%-41.7pp | 19.06%-1.9pp |
| Employer contribution / active EE | $31 | $1,883-98.4% | $4,305-99.3% | $3,526-99.1% |
| Participant deferral / active EE | $714 | $2,914-75.5% | $5,540-87.1% | $5,535-87.1% |
| Admin fee / account holder | $76 | $368-79.3% | $14,329-99.5% | $292-73.9% |