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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,664 | $79,523-12.4% | $140,016-50.2% | $56,287+23.8% |
| Participation rate | 67.2% | 85.7%-18.5pp | 87.5%-20.3pp | 69.9%-2.7pp |
| Annual return | -3.58% | 2.39%-6.0pp | 651.12%-654.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,831 | $5,129-25.3% | $6,927-44.7% | $3,350+14.4% |
| Admin fee / account holder | $22 | $614-96.4% | $10,705-99.8% | $521-95.7% |