Filed February 12, 2025 (most recent of 3 filings on file)
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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.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RTMT PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,556 | $45,000-58.8% | $143,757-87.1% | $77,904-76.2% |
| Participation rate | 91.4% | 66.8%+24.6pp | 80.3%+11.1pp | 73.7%+17.7pp |
| Annual return | -16.49% | 29.03%-45.5pp | -0.04%-16.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $1,788 | $1,870-4.4% | $4,951-63.9% | $2,848-37.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $3 | $98-97.4% | $14,673-100.0% | $133-98.1% |