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 FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $3,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,412 | $58,879-39.9% | $178,490-80.2% | $73,488-51.8% |
| Participation rate | 42.4% | 66.2%-23.9pp | 81.9%-39.6pp | 70.7%-28.3pp |
| Annual return | 18.89% | 24.86%-6.0pp | 151.07%-132.2pp | 28.51%-9.6pp |
| Employer contribution / active EE | $395 | $2,236-82.3% | $5,011-92.1% | $2,270-82.6% |
| Participant deferral / active EE | $819 | $2,567-68.1% | $5,202-84.3% | $3,740-78.1% |
| Admin fee / account holder | $43 | $400-89.4% | $13,984-99.7% | $513-91.7% |