See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,925 |
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 | $77,329 | $63,905+21.0% | $74,183+4.2% | $57,658+34.1% |
| Participation rate | 97.0% | 79.8%+17.3pp | 76.6%+20.4pp | 70.2%+26.8pp |
| Annual return | 8.02% | 60.60%-52.6pp | 17.74%-9.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $3,222 | $1,840+75.1% | $2,370+35.9% | $1,974+63.2% |
| Participant deferral / active EE | $4,827 | $3,448+40.0% | $3,550+36.0% | $3,061+57.7% |
| Admin fee / account holder | $8 | $91-91.3% | $5,586-99.9% | $95-91.6% |