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 | $2,701 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,313 | $42,548-10.0% | $74,550-48.6% | $56,287-31.9% |
| Participation rate | 74.5% | 60.5%+14.0pp | 69.1%+5.3pp | 69.9%+4.6pp |
| Annual return | -5.75% | 12.40%-18.2pp | 32.53%-38.3pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,641 | $2,277+16.0% | $3,108-15.0% | $3,350-21.1% |
| Admin fee / account holder | $22 | $467-95.3% | $5,060-99.6% | $521-95.8% |