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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,156 |
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 | $15,557 | $64,286-75.8% | $90,951-82.9% | $73,409-78.8% |
| Participation rate | 87.4% | 63.6%+23.8pp | 69.0%+18.4pp | 72.2%+15.2pp |
| Annual return | 15.65% | 21.45%-5.8pp | 134.60%-119.0pp | 59.29%-43.6pp |
| Employer contribution / active EE | $610 | $895-31.8% | $2,122-71.3% | $2,234-72.7% |
| Participant deferral / active EE | $3,800 | $2,453+54.9% | $3,373+12.7% | $3,805-0.1% |
| Admin fee / account holder | $19 | $287-93.2% | $5,959-99.7% | $158-87.7% |