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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $913 |
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 | $39,045 | $58,726-33.5% | $92,233-57.7% | $62,292-37.3% |
| Participation rate | 72.4% | 68.3%+4.1pp | 76.5%-4.1pp | 69.5%+2.9pp |
| Annual return | 17.92% | 43.62%-25.7pp | 176.28%-158.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,015 | $2,392-57.6% | $3,679-72.4% | $2,042-50.3% |
| Participant deferral / active EE | $2,904 | $2,766+5.0% | $3,897-25.5% | $3,169-8.3% |
| Admin fee / account holder | $7 | $556-98.7% | $5,194-99.9% | $479-98.5% |