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.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,935 | $59,417-96.7% | $93,606-97.9% | $74,495-97.4% |
| Participation rate | 64.3% | 59.7%+4.7pp | 68.7%-4.4pp | 67.2%-2.9pp |
| Annual return | 0.00% | 81.83%-81.8pp | 133.20%-133.2pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,364 | $3,050-55.3% | $4,411-69.1% | $4,346-68.6% |
| Admin fee / account holder | $45 | $3,021-98.5% | $8,285-99.5% | $1,942-97.7% |