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 CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,502 |
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 | $38,872 | $37,196+4.5% | $154,107-74.8% | $55,725-30.2% |
| Participation rate | 39.9% | 64.1%-24.2pp | 83.0%-43.2pp | 70.9%-31.0pp |
| Annual return | -5.21% | 1319.68%-1324.9pp | 735.12%-740.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $142 | $1,614-91.2% | $5,298-97.3% | $2,078-93.2% |
| Participant deferral / active EE | $1,056 | $2,068-48.9% | $5,081-79.2% | $3,356-68.5% |
| Admin fee / account holder | $9 | $102-90.7% | $13,411-99.9% | $115-91.8% |