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 | $1,356 |
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 | $63,770 | $46,360+37.6% | $147,614-56.8% | $52,331+21.9% |
| Participation rate | 99.2% | 64.9%+34.2pp | 84.6%+14.5pp | 68.1%+31.1pp |
| Annual return | 0.77% | 1.62%-0.8pp | 61.98%-61.2pp | 4.54%-3.8pp |
| Employer contribution / active EE | $6,560 | $2,126+208.6% | $5,564+17.9% | $1,882+248.6% |
| Participant deferral / active EE | $4,153 | $2,258+84.0% | $4,895-15.2% | $3,022+37.4% |
| Admin fee / account holder | $9 | $766-98.9% | $11,611-99.9% | $592-98.5% |