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 FUNDS1 year Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $18,283 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,580 |
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 | $37,949 | $88,122-56.9% | $141,162-73.1% | $67,579-43.8% |
| Participation rate | 74.5% | 76.5%-1.9pp | 82.5%-7.9pp | 71.3%+3.3pp |
| Annual return | 36.38% | 75.40%-39.0pp | 71.39%-35.0pp | 378.56%-342.2pp |
| Employer contribution / active EE | $2,247 | $3,224-30.3% | $4,735-52.5% | $2,148+4.6% |
| Participant deferral / active EE | $6,478 | $5,958+8.7% | $6,709-3.4% | $3,539+83.0% |
| Admin fee / account holder | $114 | $131-12.7% | $10,261-98.9% | $142-19.7% |