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 | $4,200 |
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 | $41,926 | $37,591+11.5% | $90,645-53.7% | $55,725-24.8% |
| Participation rate | 78.5% | 66.4%+12.1pp | 74.0%+4.5pp | 70.9%+7.6pp |
| Annual return | 5.38% | -3.20%+8.6pp | 1.88%+3.5pp | 244.93%-239.6pp |
| Employer contribution / active EE | $337 | $1,302-74.1% | $2,532-86.7% | $2,078-83.8% |
| Participant deferral / active EE | $2,582 | $2,643-2.3% | $3,425-24.6% | $3,356-23.1% |
| Admin fee / account holder | $6 | $100-94.1% | $4,994-99.9% | $115-94.9% |