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 25 · EIN 95-1411037 | Directed Trustee | $1,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,652 | $50,464+115.3% | $75,781+43.4% | $52,331+107.6% |
| Participation rate | 63.0% | 66.8%-3.8pp | 75.8%-12.9pp | 68.1%-5.1pp |
| Annual return | -0.34% | 1.03%-1.4pp | 9.68%-10.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,940 | $1,988-2.4% | $3,323-41.6% | $1,882+3.1% |
| Participant deferral / active EE | $5,693 | $2,570+121.5% | $3,651+55.9% | $3,022+88.4% |
| Admin fee / account holder | $15 | $1,103-98.6% | $5,299-99.7% | $592-97.4% |