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 | $2,060 |
Service code 49 · EIN 26-4310632 | Other Services | $4 |
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 | $57,675 | $58,083-0.7% | $80,019-27.9% | $56,287+2.5% |
| Participation rate | 92.3% | 73.6%+18.7pp | 75.8%+16.5pp | 69.9%+22.5pp |
| Annual return | -3.30% | 34.61%-37.9pp | 11.22%-14.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,955 | $3,135+58.1% | $3,686+34.4% | $3,350+47.9% |
| Admin fee / account holder | $15 | $623-97.6% | $6,521-99.8% | $521-97.2% |