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 | $1,572 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $67,955 | $63,299+7.4% | $91,001-25.3% | $62,292+9.1% |
| Participation rate | 90.8% | 73.3%+17.4pp | 75.6%+15.2pp | 69.5%+21.2pp |
| Annual return | 14.79% | 20.99%-6.2pp | 4.60%+10.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,616 | $2,943+56.9% | $3,547+30.1% | $3,169+45.7% |
| Admin fee / account holder | $12 | $468-97.5% | $5,417-99.8% | $479-97.6% |