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 & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,050 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 · EIN 26-4310632 | Other Services | $19 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,243 | $72,177+2.9% | $115,037-35.5% | $59,632+24.5% |
| Participation rate | 90.7% | 72.6%+18.2pp | 81.4%+9.4pp | 68.7%+22.1pp |
| Annual return | -0.22% | 12.02%-12.2pp | 26.14%-26.4pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,285 | $2,841-54.8% | $4,608-72.1% | $2,203-41.6% |
| Participant deferral / active EE | $7,042 | $4,783+47.2% | $6,026+16.8% | $3,192+120.6% |
| Admin fee / account holder | $7 | $4,927-99.9% | $8,175-99.9% | $4,297-99.8% |