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 15 · EIN 95-6817943 | Recordkeeping | $7,765 |
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 | $48,000 | $46,732+2.7% | $156,549-69.3% | $55,167-13.0% |
| Participation rate | 78.1% | 65.8%+12.3pp | 84.0%-5.9pp | 69.0%+9.1pp |
| Annual return | 6.66% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $680 | $2,105-67.7% | $5,501-87.6% | $1,963-65.4% |
| Participant deferral / active EE | $1,111 | $2,204-49.6% | $4,871-77.2% | $3,054-63.6% |
| Admin fee / account holder | $65 | $418-84.5% | $13,027-99.5% | $504-87.2% |