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 FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $705 |
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 | $140,155 | $64,909+115.9% | $82,313+70.3% | $62,292+125.0% |
| Participation rate | 84.3% | 74.9%+9.5pp | 76.9%+7.4pp | 69.5%+14.8pp |
| Annual return | 85.17% | 21.18%+64.0pp | 25.88%+59.3pp | 28.90%+56.3pp |
| Employer contribution / active EE | $8,407 | $1,676+401.6% | $2,428+246.2% | $2,042+311.7% |
| Participant deferral / active EE | $6,689 | $3,103+115.5% | $3,706+80.5% | $3,169+111.1% |
| Admin fee / account holder | $3 | $440-99.3% | $5,608-99.9% | $479-99.4% |