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 9-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 STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $11,475 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,918 |
Annual investment return 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 | $60,371 | $74,024-18.4% | $77,999-22.6% | $57,658+4.7% |
| Participation rate | 95.5% | 79.7%+15.8pp | 75.5%+20.0pp | 70.2%+25.3pp |
| Annual return | 5.43% | 12.14%-6.7pp | 425.96%-420.5pp | 5.13%+0.3pp |
| Employer contribution / active EE | $2,510 | $2,365+6.1% | $2,470+1.6% | $1,974+27.2% |
| Participant deferral / active EE | $2,518 | $3,533-28.7% | $3,497-28.0% | $3,061-17.7% |
| Admin fee / account holder | $49 | $93-47.4% | $5,480-99.1% | $95-48.2% |