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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,165 | $46,173-6.5% | $170,442-74.7% | $69,631-38.0% |
| Participation rate | 38.9% | 63.9%-25.0pp | 83.6%-44.7pp | 70.7%-31.7pp |
| Annual return | 19.92% | 21.62%-1.7pp | 205.93%-186.0pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $149 | $1,610-90.8% | $5,433-97.3% | $2,032-92.7% |
| Participant deferral / active EE | $1,038 | $2,080-50.1% | $4,939-79.0% | $3,224-67.8% |
| Admin fee / account holder | $8 | $116-93.2% | $13,880-99.9% | $110-92.9% |