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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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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 RESEARCH MANAGEMENT COMPANY Service code 15 · EIN 95-6817943 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,395 | $52,953+2.7% | $172,739-68.5% | $65,185-16.6% |
| Participation rate | 44.6% | 66.2%-21.6pp | 82.6%-38.0pp | 70.2%-25.6pp |
| Annual return | 19.44% | 30.12%-10.7pp | 802.84%-783.4pp | 29.38%-9.9pp |
| Employer contribution / active EE | $825 | $2,190-62.3% | $5,143-84.0% | $2,177-62.1% |
| Participant deferral / active EE | $783 | $2,471-68.3% | $5,198-84.9% | $3,514-77.7% |
| Admin fee / account holder | $39 | $472-91.8% | $13,954-99.7% | $847-95.4% |