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 | $99,940 |
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 | $19,872 | $43,110-53.9% | $156,549-87.3% | $65,292-69.6% |
| Participation rate | 70.2% | 69.3%+0.8pp | 84.0%-13.9pp | 72.4%-2.3pp |
| Annual return | 178.53% | 11.24%+167.3pp | 32.23%+146.3pp | 11.84%+166.7pp |
| Employer contribution / active EE | $718 | $1,702-57.8% | $5,501-86.9% | $2,302-68.8% |
| Participant deferral / active EE | $2,023 | $2,520-19.7% | $4,871-58.5% | $3,579-43.5% |
| Admin fee / account holder | $22 | $47-53.1% | $13,027-99.8% | $57-61.3% |