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 | $1,000 |
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 | $85,564 | $50,464+69.6% | $75,781+12.9% | $52,331+63.5% |
| Participation rate | 97.2% | 66.8%+30.5pp | 75.8%+21.4pp | 68.1%+29.1pp |
| Annual return | 1.20% | 1.03%+0.2pp | 9.68%-8.5pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,879 | $1,988-5.5% | $3,323-43.5% | $1,882-0.2% |
| Participant deferral / active EE | $3,754 | $2,570+46.1% | $3,651+2.8% | $3,022+24.2% |
| Admin fee / account holder | $5 | $1,103-99.5% | $5,299-99.9% | $592-99.1% |