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: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $42,302 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,594 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,263 | $104,317-36.5% | $159,436-58.4% | $86,799-23.7% |
| Participation rate | 80.6% | 77.7%+2.9pp | 82.8%-2.2pp | 72.3%+8.3pp |
| Annual return | 15.96% | 26.32%-10.4pp | 263.57%-247.6pp | 97.91%-81.9pp |
| Employer contribution / active EE | $3,420 | $3,451-0.9% | $4,829-29.2% | $2,405+42.2% |
| Participant deferral / active EE | $9,635 | $6,837+40.9% | $7,352+31.0% | $4,131+133.2% |
| Admin fee / account holder | $272 | $172+58.0% | $10,799-97.5% | $170+60.4% |