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 FUNDS3 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,014 | $42,383+147.8% | $76,523+37.2% | $64,186+63.6% |
| Participation rate | 51.0% | 58.1%-7.1pp | 68.0%-17.0pp | 69.6%-18.5pp |
| Annual return | -3.30% | -16.54%+13.2pp | -0.27%-3.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $65 | $1,563-95.8% | $2,647-97.5% | $2,381-97.3% |
| Participant deferral / active EE | $3,226 | $2,566+25.7% | $3,835-15.9% | $3,470-7.0% |
| Admin fee / account holder | $15 | $3,198-99.5% | $4,848-99.7% | $4,888-99.7% |