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 | $1,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,376 | $81,900+51.9% | $119,609+4.0% | $68,494+81.6% |
| Participation rate | 67.2% | 71.9%-4.7pp | 79.3%-12.1pp | 67.9%-0.7pp |
| Annual return | -15.73% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,678 | $2,693+36.5% | $4,232-13.1% | $2,596+41.7% |
| Participant deferral / active EE | $3,045 | $4,148-26.6% | $5,602-45.6% | $4,027-24.4% |
| Admin fee / account holder | $13 | $6,582-99.8% | $10,323-99.9% | $5,403-99.8% |