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 | $700 |
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 | $114,551 | $58,726+95.1% | $92,233+24.2% | $62,292+83.9% |
| Participation rate | 96.6% | 68.3%+28.3pp | 76.5%+20.1pp | 69.5%+27.1pp |
| Annual return | 21.75% | 43.62%-21.9pp | 176.28%-154.5pp | 28.90%-7.1pp |
| Employer contribution / active EE | $2,294 | $2,392-4.1% | $3,679-37.6% | $2,042+12.4% |
| Participant deferral / active EE | $3,702 | $2,766+33.8% | $3,897-5.0% | $3,169+16.8% |
| Admin fee / account holder | $4 | $556-99.4% | $5,194-99.9% | $479-99.3% |