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+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,381 |
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 | $83,535 | $70,667+18.2% | $123,104-32.1% | $52,331+59.6% |
| Participation rate | 88.5% | 83.7%+4.8pp | 86.8%+1.7pp | 68.1%+20.4pp |
| Annual return | 0.74% | 6.23%-5.5pp | 13.22%-12.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,206 | $2,946-59.1% | $5,151-76.6% | $1,882-35.9% |
| Participant deferral / active EE | $2,854 | $4,493-36.5% | $6,230-54.2% | $3,022-5.6% |
| Admin fee / account holder | $9 | $506-98.2% | $9,015-99.9% | $592-98.5% |