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: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $41,942 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,123 |
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 | $48,446 | $100,801-51.9% | $149,696-67.6% | $73,409-34.0% |
| Participation rate | 80.7% | 77.7%+3.1pp | 82.5%-1.7pp | 72.2%+8.6pp |
| Annual return | 25.34% | 265.34%-240.0pp | 276.60%-251.3pp | 59.29%-34.0pp |
| Employer contribution / active EE | $3,292 | $3,312-0.6% | $4,644-29.1% | $2,234+47.4% |
| Participant deferral / active EE | $8,609 | $6,404+34.4% | $6,842+25.8% | $3,805+126.2% |
| Admin fee / account holder | $209 | $181+15.6% | $9,309-97.8% | $158+32.3% |