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 |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $25,378 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,295 | $53,053+72.1% | $126,539-27.9% | $74,304+22.9% |
| Participation rate | 61.4% | 48.0%+13.4pp | 69.8%-8.4pp | 60.3%+1.1pp |
| Annual return | 17.81% | 29.46%-11.6pp | 425.95%-408.1pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,172 | $1,168+0.4% | $3,674-68.1% | $2,241-47.7% |
| Participant deferral / active EE | $3,208 | $2,303+39.3% | $4,083-21.4% | $3,767-14.8% |
| Admin fee / account holder | $220 | $3,698-94.1% | $6,065-96.4% | $2,969-92.6% |