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 7-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+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,989 | $47,977-39.6% | $154,107-81.2% | $56,287-48.5% |
| Participation rate | 63.3% | 66.2%-2.9pp | 83.0%-19.8pp | 69.9%-6.6pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.12%-735.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $340 | $2,169-84.3% | $5,298-93.6% | $2,111-83.9% |
| Participant deferral / active EE | $455 | $2,392-81.0% | $5,081-91.0% | $3,350-86.4% |
| Admin fee / account holder | $5 | $438-98.9% | $13,411-100.0% | $521-99.1% |