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 | $1,925 |
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 | $73,972 | $55,453+33.4% | $170,442-56.6% | $62,292+18.7% |
| Participation rate | 98.2% | 66.4%+31.9pp | 83.6%+14.6pp | 69.5%+28.7pp |
| Annual return | 17.28% | 21.38%-4.1pp | 205.93%-188.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $7,072 | $2,164+226.8% | $5,433+30.2% | $2,042+246.3% |
| Participant deferral / active EE | $4,387 | $2,303+90.5% | $4,939-11.2% | $3,169+38.4% |
| Admin fee / account holder | $12 | $455-97.5% | $13,880-99.9% | $479-97.6% |