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 | $6,085 |
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 | $77,834 | $69,159+12.5% | $125,175-37.8% | $67,579+15.2% |
| Participation rate | 71.5% | 78.2%-6.7pp | 79.8%-8.3pp | 71.3%+0.2pp |
| Annual return | 23.29% | 27.12%-3.8pp | 43.79%-20.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,526 | $2,023-24.6% | $3,865-60.5% | $2,148-29.0% |
| Participant deferral / active EE | $2,346 | $3,700-36.6% | $4,937-52.5% | $3,539-33.7% |
| Admin fee / account holder | $22 | $142-84.6% | $9,702-99.8% | $142-84.6% |