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 | $1,269 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $117,917 | $63,299+86.3% | $91,001+29.6% | $62,292+89.3% |
| Participation rate | 71.9% | 73.3%-1.5pp | 75.6%-3.7pp | 69.5%+2.3pp |
| Annual return | 15.66% | 20.99%-5.3pp | 4.60%+11.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $695 | $1,807-61.5% | $2,456-71.7% | $2,042-66.0% |
| Participant deferral / active EE | $3,821 | $2,943+29.9% | $3,547+7.7% | $3,169+20.6% |
| Admin fee / account holder | $46 | $468-90.2% | $5,417-99.2% | $479-90.5% |