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 7-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 FUNDS1 year Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 13 · EIN 82-4555287 | Contract Administrator | $12,612 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,954 | $99,957-88.0% | $149,696-92.0% | $73,488-83.7% |
| Participation rate | 80.2% | 75.7%+4.5pp | 82.5%-2.3pp | 70.7%+9.5pp |
| Annual return | 32.02% | 53.87%-21.9pp | 276.60%-244.6pp | 28.51%+3.5pp |
| Employer contribution / active EE | $2,837 | $3,191-11.1% | $4,644-38.9% | $2,270+25.0% |
| Participant deferral / active EE | $4,235 | $6,073-30.3% | $6,842-38.1% | $3,740+13.2% |
| Admin fee / account holder | $122 | $551-77.8% | $9,309-98.7% | $513-76.1% |