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 AND MANAGEMENT CO Service code 55 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Other Commissions | $250 |
Filed as: PHILLIPS & COMPANY SECURITIES INC Service code 55 1300 SW 5TH AVE STE 2100 · PORTLAND, OR 97201 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,917 | $52,884+2.0% | $84,750-36.4% | $55,167-2.3% |
| Participation rate | 72.4% | 67.5%+4.9pp | 76.6%-4.2pp | 69.0%+3.4pp |
| Annual return | 7.91% | 18.03%-10.1pp | 22.78%-14.9pp | 169.23%-161.3pp |
| Employer contribution / active EE | $2,047 | $2,233-8.3% | $3,574-42.7% | $1,963+4.3% |
| Participant deferral / active EE | $4,739 | $2,644+79.3% | $3,712+27.7% | $3,054+55.2% |
| Admin fee / account holder | $5 | $581-99.1% | $5,332-99.9% | $504-98.9% |