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 | $1,344 |
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 | $74,537 | $56,629+31.6% | $77,999-4.4% | $55,167+35.1% |
| Participation rate | 82.5% | 73.3%+9.2pp | 75.5%+7.0pp | 69.0%+13.5pp |
| Annual return | 9.62% | 2866.98%-2857.4pp | 425.96%-416.3pp | 169.23%-159.6pp |
| Employer contribution / active EE | $621 | $1,723-63.9% | $2,470-74.8% | $1,963-68.3% |
| Participant deferral / active EE | $3,018 | $2,777+8.7% | $3,497-13.7% | $3,054-1.2% |
| Admin fee / account holder | $11 | $467-97.7% | $5,480-99.8% | $504-97.9% |