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: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $89,739-100.0% | $149,718-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 85.1%-85.1pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 17.09% | 21.01%-3.9pp | 1501.63%-1484.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,380 | $3,233-57.3% | $5,445-74.7% | $2,042-32.4% |
| Participant deferral / active EE | $3,183 | $4,797-33.7% | $6,569-51.5% | $3,169+0.4% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |