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 5-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 year Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $31,435 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,149 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,139 | $50,458-42.3% | $159,960-81.8% | $64,808-55.0% |
| Participation rate | 99.7% | 68.0%+31.6pp | 78.0%+21.7pp | 71.5%+28.2pp |
| Annual return | -5.05% | -13.42%+8.4pp | 408.60%-413.7pp | 32.82%-37.9pp |
| Employer contribution / active EE | $4,732 | $1,722+174.8% | $4,226+12.0% | $2,506+88.9% |
| Participant deferral / active EE | $12,023 | $4,004+200.3% | $6,182+94.5% | $4,310+178.9% |
| Admin fee / account holder | $151 | $706-78.6% | $8,698-98.3% | $188-19.6% |