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.
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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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $93,371 | $91,372+2.2% | $129,995-28.2% | $74,419+25.5% |
| Participation rate | 54.8% | 77.8%-23.0pp | 78.5%-23.7pp | 70.7%-15.9pp |
| Annual return | 20.33% | 23.21%-2.9pp | -137.18%+157.5pp | 34.38%-14.0pp |
| Employer contribution / active EE | $1,408 | $2,563-45.1% | $4,320-67.4% | $2,637-46.6% |
| Participant deferral / active EE | $2,349 | $4,721-50.2% | $5,820-59.6% | $4,528-48.1% |
| Admin fee / account holder | $81 | $283-71.5% | $10,614-99.2% | $348-76.8% |