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 FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 25 · EIN 95-1411037 | Directed Trustee | $2,631 |
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 | $28,878 | $55,453-47.9% | $170,442-83.1% | $62,292-53.6% |
| Participation rate | 92.0% | 66.4%+25.7pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 12.91% | 21.38%-8.5pp | 205.93%-193.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $863 | $2,303-62.5% | $4,939-82.5% | $3,169-72.8% |
| Admin fee / account holder | $3 | $455-99.3% | $13,880-100.0% | $479-99.4% |