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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,838 |
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 | $82,668 | $155,795-46.9% | $136,294-39.3% | $69,631+18.7% |
| Participation rate | 83.8% | 75.2%+8.5pp | 81.9%+1.9pp | 70.7%+13.1pp |
| Annual return | 27.29% | 232464.33%-232437.0pp | 5155.94%-5128.6pp | 27571.02%-27543.7pp |
| Employer contribution / active EE | $3,670 | $2,991+22.7% | $4,695-21.8% | $2,032+80.6% |
| Participant deferral / active EE | $7,620 | $5,394+41.3% | $6,247+22.0% | $3,224+136.4% |
| Admin fee / account holder | $6 | $128-95.5% | $9,243-99.9% | $110-94.8% |