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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 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,350 | $52,953-37.0% | $172,739-80.7% | $65,185-48.8% |
| Participation rate | 37.9% | 66.2%-28.3pp | 82.6%-44.7pp | 70.2%-32.3pp |
| Annual return | 21.39% | 30.12%-8.7pp | 802.84%-781.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $672 | $2,190-69.3% | $5,143-86.9% | $2,177-69.1% |
| Participant deferral / active EE | $918 | $2,471-62.8% | $5,198-82.3% | $3,514-73.9% |
| Admin fee / account holder | $7 | $472-98.5% | $13,954-99.9% | $847-99.2% |