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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,976 |
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 | $16,298 | $40,174-59.4% | $84,015-80.6% | $67,579-75.9% |
| Participation rate | 86.3% | 62.7%+23.7pp | 69.0%+17.3pp | 71.3%+15.1pp |
| Annual return | 19.38% | 25.82%-6.4pp | 71.31%-51.9pp | 378.56%-359.2pp |
| Employer contribution / active EE | $416 | $808-48.5% | $1,983-79.0% | $2,148-80.7% |
| Participant deferral / active EE | $3,296 | $2,301+43.2% | $3,239+1.8% | $3,539-6.9% |
| Admin fee / account holder | $29 | $128-77.8% | $6,101-99.5% | $142-80.0% |