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 | $1,100 |
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 | $94,885 | $52,884+79.4% | $84,750+12.0% | $55,167+72.0% |
| Participation rate | 97.9% | 67.5%+30.4pp | 76.6%+21.3pp | 69.0%+28.9pp |
| Annual return | 8.20% | 18.03%-9.8pp | 22.78%-14.6pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,830 | $2,233-18.1% | $3,574-48.8% | $1,963-6.8% |
| Participant deferral / active EE | $3,650 | $2,644+38.1% | $3,712-1.7% | $3,054+19.5% |
| Admin fee / account holder | $6 | $581-99.0% | $5,332-99.9% | $504-98.9% |