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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,029 |
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 | $45,674 | $57,103-20.0% | $87,507-47.8% | $57,658-20.8% |
| Participation rate | 78.5% | 64.3%+14.2pp | 73.8%+4.7pp | 70.2%+8.3pp |
| Annual return | 8.46% | 12.71%-4.2pp | 12.21%-3.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $368 | $1,107-66.8% | $2,550-85.6% | $1,974-81.4% |
| Participant deferral / active EE | $2,803 | $2,250+24.6% | $3,149-11.0% | $3,061-8.4% |
| Admin fee / account holder | $8 | $281-97.2% | $4,221-99.8% | $95-91.6% |