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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,585 | $84,487-40.1% | $125,339-59.6% | $66,914-24.4% |
| Participation rate | 93.5% | 76.4%+17.1pp | 82.4%+11.1pp | 69.8%+23.7pp |
| Annual return | -16.77% | -8.39%-8.4pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,118 | $3,553-40.4% | $4,814-56.0% | $2,544-16.8% |
| Participant deferral / active EE | $3,646 | $6,781-46.2% | $7,446-51.0% | $4,237-14.0% |
| Admin fee / account holder | $15 | $685-97.8% | $10,010-99.9% | $593-97.5% |