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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,570 | $60,165-57.5% | $74,183-65.5% | $55,167-53.6% |
| Participation rate | 82.4% | 74.2%+8.2pp | 76.6%+5.7pp | 69.0%+13.4pp |
| Annual return | 7.34% | 10.00%-2.7pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $195 | $1,600-87.8% | $2,370-91.8% | $1,963-90.0% |
| Participant deferral / active EE | $1,010 | $2,973-66.0% | $3,550-71.5% | $3,054-66.9% |
| Admin fee / account holder | $3 | $419-99.4% | $5,586-100.0% | $504-99.5% |