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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,282 |
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 | $52,550 | $43,411+21.1% | $94,993-44.7% | $69,631-24.5% |
| Participation rate | 80.3% | 64.4%+15.9pp | 73.9%+6.4pp | 70.7%+9.6pp |
| Annual return | 20.92% | 22.54%-1.6pp | 27.12%-6.2pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $376 | $1,202-68.7% | $2,603-85.5% | $2,032-81.5% |
| Participant deferral / active EE | $2,914 | $2,384+22.2% | $3,317-12.1% | $3,224-9.6% |
| Admin fee / account holder | $6 | $87-92.9% | $4,960-99.9% | $110-94.4% |