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 | $2,530 |
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 | $88,315 | $65,223+35.4% | $80,019+10.4% | $55,725+58.5% |
| Participation rate | 75.5% | 80.6%-5.1pp | 75.8%-0.3pp | 70.9%+4.6pp |
| Annual return | -4.20% | 7.59%-11.8pp | 11.22%-15.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $644 | $2,544-74.7% | $2,468-73.9% | $2,078-69.0% |
| Participant deferral / active EE | $3,671 | $3,881-5.4% | $3,686-0.4% | $3,356+9.4% |
| Admin fee / account holder | $10 | $114-91.2% | $6,521-99.8% | $115-91.3% |