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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $966 |
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 | $131,792 | $42,396+210.9% | $67,313+95.8% | $56,287+134.1% |
| Participation rate | 34.8% | 61.0%-26.2pp | 69.1%-34.3pp | 69.9%-35.0pp |
| Annual return | -3.13% | -36.63%+33.5pp | -4.08%+0.9pp | -9.96%+6.8pp |
| Employer contribution / active EE | $389 | $1,414-72.5% | $2,566-84.8% | $2,111-81.6% |
| Participant deferral / active EE | $1,324 | $2,360-43.9% | $3,568-62.9% | $3,350-60.5% |
| Admin fee / account holder | $14 | $510-97.3% | $4,507-99.7% | $521-97.4% |