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 FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-6817943 | Recordkeeping | $2,025 |
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 | $122,057 | $63,114+93.4% | $92,893+31.4% | $65,185+87.2% |
| Participation rate | 61.0% | 68.8%-7.8pp | 76.0%-15.1pp | 70.2%-9.2pp |
| Annual return | 21.04% | 28.75%-7.7pp | 109.41%-88.4pp | 29.38%-8.3pp |
| Employer contribution / active EE | $660 | $2,571-74.3% | $3,653-81.9% | $2,177-69.7% |
| Participant deferral / active EE | $3,673 | $3,108+18.2% | $4,236-13.3% | $3,514+4.5% |
| Admin fee / account holder | $126 | $624-79.8% | $5,794-97.8% | $847-85.1% |