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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,384 | $79,171-47.7% | $102,423-59.6% | $74,495-44.4% |
| Participation rate | 33.6% | 74.8%-41.2pp | 76.5%-42.9pp | 67.2%-33.6pp |
| Annual return | 14.21% | 54.93%-40.7pp | 29.32%-15.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,052 | $2,362-55.5% | $3,023-65.2% | $2,623-59.9% |
| Participant deferral / active EE | $1,950 | $4,415-55.8% | $5,053-61.4% | $4,346-55.1% |
| Admin fee / account holder | $9 | $2,001-99.5% | $9,451-99.9% | $1,942-99.5% |