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 8-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 RESEARCH & MANAGEMENT CO. Service code 28 RETIREMENT PLAN SERVICES · LOS ANGELES, CA 90071 | Investment Management | $350 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 19 333 S HOPE STREET, 5TH FLOOR · LOS ANGELES, CA 90071 | Securities Custodian | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,944 | $82,130-57.5% | $453,369-92.3% | $79,386-56.0% |
| Participation rate | 31.1% | 73.4%-42.3pp | 78.0%-46.9pp | 70.7%-39.6pp |
| Annual return | 15.50% | 345.31%-329.8pp | 64.40%-48.9pp | 116.85%-101.4pp |
| Employer contribution / active EE | $864 | $2,659-67.5% | $4,070-78.8% | $2,427-64.4% |
| Participant deferral / active EE | $1,756 | $4,314-59.3% | $6,209-71.7% | $4,046-56.6% |
| Admin fee / account holder | $8 | $531-98.5% | $11,209-99.9% | $626-98.7% |