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 | $1,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,609 | $55,449-32.2% | $83,848-55.1% | $56,287-33.2% |
| Participation rate | 65.6% | 68.0%-2.4pp | 76.1%-10.6pp | 69.9%-4.3pp |
| Annual return | -6.56% | -1.38%-5.2pp | 850.88%-857.4pp | -9.96%+3.4pp |
| Employer contribution / active EE | $998 | $2,430-58.9% | $3,631-72.5% | $2,111-52.7% |
| Participant deferral / active EE | $2,843 | $2,935-3.1% | $4,082-30.3% | $3,350-15.1% |
| Admin fee / account holder | $8 | $656-98.8% | $5,478-99.9% | $521-98.5% |