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 | $1,350 |
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 | $92,623 | $63,299+46.3% | $91,001+1.8% | $62,292+48.7% |
| Participation rate | 81.5% | 73.3%+8.2pp | 75.6%+5.9pp | 69.5%+12.0pp |
| Annual return | 17.84% | 20.99%-3.2pp | 4.60%+13.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $637 | $1,807-64.7% | $2,456-74.0% | $2,042-68.8% |
| Participant deferral / active EE | $3,064 | $2,943+4.1% | $3,547-13.6% | $3,169-3.3% |
| Admin fee / account holder | $11 | $468-97.6% | $5,417-99.8% | $479-97.7% |