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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,881 |
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 | $43,090 | $35,485+21.4% | $74,550-42.2% | $55,725-22.7% |
| Participation rate | 44.0% | 62.5%-18.6pp | 69.1%-25.2pp | 70.9%-26.9pp |
| Annual return | -4.76% | 0.72%-5.5pp | 32.53%-37.3pp | 244.93%-249.7pp |
| Employer contribution / active EE | $692 | $777-11.0% | $1,961-64.7% | $2,078-66.7% |
| Participant deferral / active EE | $3,225 | $2,181+47.9% | $3,108+3.8% | $3,356-3.9% |
| Admin fee / account holder | $17 | $114-85.3% | $5,060-99.7% | $115-85.4% |