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 | $1,172 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 · EIN 26-4310632 | Other Services | $4 |
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 | $73,663 | $77,813-5.3% | $123,544-40.4% | $64,186+14.8% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -3.16% | 12.48%-15.6pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,800 | $3,014-40.3% | $4,628-61.1% | $2,381-24.4% |
| Participant deferral / active EE | $7,546 | $5,240+44.0% | $6,426+17.4% | $3,470+117.5% |
| Admin fee / account holder | $6 | $5,519-99.9% | $9,284-99.9% | $4,888-99.9% |