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 RESEARCH MANAGEMENT COMPANY Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $4,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,154 | $59,263-37.3% | $96,562-61.5% | $79,386-53.2% |
| Participation rate | 45.6% | 61.9%-16.3pp | 69.8%-24.2pp | 70.7%-25.1pp |
| Annual return | 15.45% | 27.07%-11.6pp | 37.78%-22.3pp | 116.85%-101.4pp |
| Employer contribution / active EE | $303 | $1,216-75.1% | $2,356-87.1% | $2,427-87.5% |
| Participant deferral / active EE | $2,293 | $2,948-22.2% | $3,849-40.4% | $4,046-43.3% |
| Admin fee / account holder | $103 | $658-84.4% | $6,181-98.3% | $626-83.6% |