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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,817 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,207 | $42,353-35.8% | $79,550-65.8% | $64,808-58.0% |
| Participation rate | 89.3% | 64.8%+24.5pp | 69.5%+19.8pp | 71.5%+17.8pp |
| Annual return | -14.63% | -12.24%-2.4pp | 0.16%-14.8pp | 32.82%-47.4pp |
| Employer contribution / active EE | $597 | $1,181-49.4% | $2,413-75.3% | $2,506-76.2% |
| Participant deferral / active EE | $5,577 | $3,170+75.9% | $3,985+39.9% | $4,310+29.4% |
| Admin fee / account holder | $29 | $160-82.1% | $6,832-99.6% | $188-84.8% |