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 AND MANAGEMENT CO Service code 12 · EIN 95-1411037 PO BOX 659530 · SAN ANTONIO, TX 782659530 | Claims processing; Trustee (bank, tru... | $2,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,765 | $39,245+11.5% | $64,105-31.7% | $52,331-16.4% |
| Participation rate | 67.2% | 58.2%+9.0pp | 68.2%-1.0pp | 68.1%-0.9pp |
| Annual return | 2.46% | 14.79%-12.3pp | 791.24%-788.8pp | 4.54%-2.1pp |
| Employer contribution / active EE | $1,198 | $736+62.7% | $1,820-34.2% | $1,882-36.4% |
| Participant deferral / active EE | $3,181 | $1,992+59.7% | $2,822+12.7% | $3,022+5.3% |
| Admin fee / account holder | $33 | $592-94.5% | $4,499-99.3% | $592-94.5% |