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 | $2,712 |
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 | $44,630 | $52,884-15.6% | $84,750-47.3% | $55,167-19.1% |
| Participation rate | 94.8% | 67.5%+27.3pp | 76.6%+18.2pp | 69.0%+25.8pp |
| Annual return | 10.40% | 18.03%-7.6pp | 22.78%-12.4pp | 169.23%-158.8pp |
| Employer contribution / active EE | $2,707 | $2,233+21.2% | $3,574-24.3% | $1,963+37.9% |
| Participant deferral / active EE | $5,736 | $2,644+117.0% | $3,712+54.5% | $3,054+87.8% |
| Admin fee / account holder | $10 | $581-98.2% | $5,332-99.8% | $504-97.9% |