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 AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $0 |
Service code 13 11676 PERRY HWY STE 3300 · WEXFORD, PA 15090 | Contract Administrator | $0 |
Service code 10 3328 WASHINGTON ROAD · MCMURRAY, PA 15317 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,394 | $58,726+28.4% | $92,233-18.3% | $62,292+21.0% |
| Participation rate | 69.7% | 68.3%+1.3pp | 76.5%-6.8pp | 69.5%+0.1pp |
| Annual return | 20.06% | 43.62%-23.6pp | 176.28%-156.2pp | 28.90%-8.8pp |
| Employer contribution / active EE | $1,381 | $2,392-42.3% | $3,679-62.5% | $2,042-32.4% |
| Participant deferral / active EE | $2,727 | $2,766-1.4% | $3,897-30.0% | $3,169-14.0% |
| Admin fee / account holder | $105 | $556-81.1% | $5,194-98.0% | $479-78.1% |