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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,231 |
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 | $37,964 | $30,599+24.1% | $74,583-49.1% | $57,658-34.2% |
| Participation rate | 89.4% | 49.1%+40.2pp | 68.1%+21.3pp | 70.2%+19.2pp |
| Annual return | 7.70% | 14.24%-6.5pp | 20.47%-12.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $2,326 | $1,000+132.6% | $2,525-7.9% | $1,974+17.8% |
| Participant deferral / active EE | $7,154 | $1,805+296.3% | $3,458+106.9% | $3,061+133.8% |
| Admin fee / account holder | $6 | $98-93.5% | $4,138-99.8% | $95-93.2% |