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 CO. Service code 37 · EIN 95-1411037 | Loan Processing | $275 |
Service code 99 · EIN 23-1735188 | Other Fees | $0 |
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 | $78,939 | $60,165+31.2% | $74,183+6.4% | $55,167+43.1% |
| Participation rate | 99.5% | 74.2%+25.4pp | 76.6%+22.9pp | 69.0%+30.6pp |
| Annual return | 8.57% | 10.00%-1.4pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $4,574 | $1,600+186.0% | $2,370+93.0% | $1,963+133.1% |
| Participant deferral / active EE | $4,504 | $2,973+51.5% | $3,550+26.9% | $3,054+47.5% |
| Admin fee / account holder | $1 | $419-99.7% | $5,586-100.0% | $504-99.8% |