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 & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,656 |
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 | $64,019 | $46,732+37.0% | $156,549-59.1% | $55,167+16.0% |
| Participation rate | 98.0% | 65.8%+32.2pp | 84.0%+14.0pp | 69.0%+29.0pp |
| Annual return | 7.40% | 17.72%-10.3pp | 32.23%-24.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $5,844 | $2,105+177.6% | $5,501+6.2% | $1,963+197.8% |
| Participant deferral / active EE | $4,948 | $2,204+124.5% | $4,871+1.6% | $3,054+62.0% |
| Admin fee / account holder | $12 | $418-97.2% | $13,027-99.9% | $504-97.6% |