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 | $1,958 |
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 | $60,929 | $48,576+25.4% | $169,463-64.0% | $56,287+8.2% |
| Participation rate | 96.5% | 65.8%+30.7pp | 77.8%+18.7pp | 69.9%+26.7pp |
| Annual return | -3.77% | -2.51%-1.3pp | 1.83%-5.6pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,951 | $1,559+25.1% | $4,159-53.1% | $2,111-7.6% |
| Participant deferral / active EE | $3,327 | $3,275+1.6% | $5,277-37.0% | $3,350-0.7% |
| Admin fee / account holder | $5 | $435-98.9% | $9,109-99.9% | $521-99.1% |