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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,262 |
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 | $70,592 | $46,732+51.1% | $156,549-54.9% | $55,167+28.0% |
| Participation rate | 98.4% | 65.8%+32.6pp | 84.0%+14.4pp | 69.0%+29.4pp |
| Annual return | 7.48% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $6,771 | $2,105+221.6% | $5,501+23.1% | $1,963+245.0% |
| Participant deferral / active EE | $4,194 | $2,204+90.3% | $4,871-13.9% | $3,054+37.3% |
| Admin fee / account holder | $8 | $418-98.2% | $13,027-99.9% | $504-98.5% |