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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $538 |
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 | $40,635 | $37,117+9.5% | $147,614-72.5% | $55,191-26.4% |
| Participation rate | 78.5% | 63.6%+14.8pp | 84.6%-6.2pp | 69.2%+9.3pp |
| Annual return | 2.36% | 3.44%-1.1pp | 61.98%-59.6pp | 10.78%-8.4pp |
| Employer contribution / active EE | $1,302 | $1,620-19.6% | $5,564-76.6% | $1,899-31.4% |
| Participant deferral / active EE | $2,433 | $1,985+22.6% | $4,895-50.3% | $3,046-20.1% |
| Admin fee / account holder | $1 | $86-98.8% | $11,611-100.0% | $91-98.9% |