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 | $1,531 |
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 | $98,303 | $58,083+69.2% | $80,019+22.8% | $56,287+74.6% |
| Participation rate | 84.8% | 73.6%+11.2pp | 75.8%+9.0pp | 69.9%+15.0pp |
| Annual return | -5.39% | 34.61%-40.0pp | 11.22%-16.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $828 | $1,932-57.2% | $2,468-66.5% | $2,111-60.8% |
| Participant deferral / active EE | $4,386 | $3,135+39.9% | $3,686+19.0% | $3,350+30.9% |
| Admin fee / account holder | $39 | $623-93.8% | $6,521-99.4% | $521-92.6% |