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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,749 | $41,317-54.6% | $85,969-78.2% | $55,191-66.0% |
| Participation rate | 35.2% | 54.5%-19.2pp | 76.5%-41.3pp | 69.2%-33.9pp |
| Annual return | 3.34% | 3.93%-0.6pp | 9.32%-6.0pp | 10.78%-7.4pp |
| Employer contribution / active EE | $457 | $1,198-61.9% | $3,474-86.9% | $1,899-75.9% |
| Participant deferral / active EE | $741 | $1,914-61.3% | $3,829-80.7% | $3,046-75.7% |
| Admin fee / account holder | $0 | $97-100.0% | $6,053-100.0% | $91-100.0% |