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 | $6,415 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,012 | $46,292+36.1% | $143,757-56.2% | $64,808-2.8% |
| Participation rate | 70.4% | 64.2%+6.2pp | 80.3%-9.9pp | 71.5%-1.0pp |
| Annual return | -18.04% | -10.05%-8.0pp | -0.04%-18.0pp | 32.82%-50.9pp |
| Employer contribution / active EE | $2,395 | $1,910+25.4% | $4,951-51.6% | $2,506-4.4% |
| Participant deferral / active EE | $4,949 | $2,646+87.1% | $5,637-12.2% | $4,310+14.8% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |