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 FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-6817943 | Recordkeeping | $890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,465 | $63,346+61.8% | $92,233+11.1% | $70,131+46.1% |
| Participation rate | 69.6% | 68.7%+0.9pp | 76.5%-6.9pp | 69.5%0pp |
| Annual return | 19.24% | 530.12%-510.9pp | 176.28%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $869 | $2,471-64.8% | $3,679-76.4% | $2,342-62.9% |
| Participant deferral / active EE | $3,792 | $2,854+32.9% | $3,897-2.7% | $3,332+13.8% |
| Admin fee / account holder | $18 | $3,840-99.5% | $5,194-99.7% | $4,645-99.6% |