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 52 · EIN 95-1411037 P.O. BOX 659530 · SAN ANTONIO, TX 782659530 | Indirect Investment Fees | $1,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,998 | $45,152-22.5% | $73,843-52.6% | $59,632-41.3% |
| Participation rate | 41.3% | 64.0%-22.7pp | 73.4%-32.1pp | 68.7%-27.4pp |
| Annual return | 1.17% | 27.40%-26.2pp | 2267.84%-2266.7pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $739 | $1,902-61.2% | $2,787-73.5% | $2,203-66.5% |
| Participant deferral / active EE | $842 | $2,574-67.3% | $3,583-76.5% | $3,192-73.6% |
| Admin fee / account holder | $57 | $3,516-98.4% | $4,880-98.8% | $4,297-98.7% |