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 | $4,485 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $4,010 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,325 | $65,118-71.9% | $76,768-76.1% | $55,725-67.1% |
| Participation rate | 91.3% | 79.6%+11.6pp | 77.0%+14.3pp | 70.9%+20.4pp |
| Annual return | -4.86% | -1.27%-3.6pp | 2.43%-7.3pp | 244.93%-249.8pp |
| Employer contribution / active EE | $256 | $1,941-86.8% | $2,485-89.7% | $2,078-87.7% |
| Participant deferral / active EE | $2,420 | $3,688-34.4% | $3,852-37.2% | $3,356-27.9% |
| Admin fee / account holder | $9 | $116-92.6% | $6,675-99.9% | $115-92.6% |