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 | $2,900 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 · EIN 26-4310632 | Other Services | $19 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,336 | $56,629-2.3% | $77,999-29.1% | $55,167+0.3% |
| Participation rate | 72.9% | 73.3%-0.4pp | 75.5%-2.6pp | 69.0%+3.9pp |
| Annual return | 5.94% | 2866.98%-2861.0pp | 425.96%-420.0pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,718 | $1,723-0.3% | $2,470-30.5% | $1,963-12.5% |
| Participant deferral / active EE | $2,967 | $2,777+6.8% | $3,497-15.2% | $3,054-2.9% |
| Admin fee / account holder | $30 | $467-93.5% | $5,480-99.4% | $504-94.0% |