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 | $900 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $19 |
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 | $54,616 | $56,054-2.6% | $171,082-68.1% | $62,891-13.2% |
| Participation rate | 84.9% | 62.9%+22.1pp | 76.7%+8.2pp | 69.3%+15.6pp |
| Annual return | 7.53% | 22.52%-15.0pp | 32.56%-25.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,300 | $1,731-24.9% | $4,002-67.5% | $2,281-43.0% |
| Participant deferral / active EE | $5,176 | $3,158+63.9% | $4,797+7.9% | $3,203+61.6% |
| Admin fee / account holder | $11 | $3,647-99.7% | $8,520-99.9% | $4,296-99.7% |