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 | $1,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,573 | $44,425+148.9% | $67,834+63.0% | $55,167+100.4% |
| Participation rate | 39.4% | 59.7%-20.3pp | 68.8%-29.4pp | 69.0%-29.6pp |
| Annual return | 7.27% | 17.80%-10.5pp | 138.47%-131.2pp | 169.23%-162.0pp |
| Employer contribution / active EE | $398 | $1,351-70.5% | $2,403-83.4% | $1,963-79.7% |
| Participant deferral / active EE | $1,476 | $2,166-31.8% | $3,160-53.3% | $3,054-51.7% |
| Admin fee / account holder | $17 | $530-96.8% | $4,622-99.6% | $504-96.6% |