See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $11,330 |
TD AMERITRADE, INC.3+ years Service code 33 · EIN 82-0543156 | Securities brokerage | $2,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,979 | $96,458-19.2% | $136,294-42.8% | $77,9580% |
| Participation rate | 68.0% | 75.4%-7.4pp | 81.9%-13.9pp | 71.6%-3.7pp |
| Annual return | 22.84% | 23.78%-0.9pp | 5155.94%-5133.1pp | 20.87%+2.0pp |
| Employer contribution / active EE | $1,791 | $3,144-43.0% | $4,695-61.9% | $2,310-22.5% |
| Participant deferral / active EE | $4,284 | $5,902-27.4% | $6,247-31.4% | $3,537+21.1% |
| Admin fee / account holder | $11 | $80-86.1% | $9,243-99.9% | $97-88.5% |