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 7-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 RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $8,029 |
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 | $116,691 | $69,305+68.4% | $82,313+41.8% | $69,631+67.6% |
| Participation rate | 99.3% | 80.3%+19.0pp | 76.9%+22.4pp | 70.7%+28.6pp |
| Annual return | 17.44% | 21.47%-4.0pp | 25.88%-8.4pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $7,540 | $1,887+299.7% | $2,428+210.5% | $2,032+271.1% |
| Participant deferral / active EE | $8,982 | $3,568+151.7% | $3,706+142.4% | $3,224+178.6% |
| Admin fee / account holder | $20 | $97-79.7% | $5,608-99.6% | $110-82.1% |