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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,858 |
Service code 27 · EIN 47-2056983 | Advisory (Plan) | $6,437 |
AMERICAN FUNDS4+ years Filed as: CAPITAL ONE N A Service code 27 · EIN 72-6122740 | Advisory (Plan) | $5,506 |
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 | $53,338 | $62,267-14.3% | $110,238-51.6% | $55,725-4.3% |
| Participation rate | 87.4% | 78.1%+9.3pp | 79.8%+7.6pp | 70.9%+16.6pp |
| Annual return | -3.26% | -1.07%-2.2pp | 314.74%-318.0pp | 244.93%-248.2pp |
| Employer contribution / active EE | $1,231 | $1,941-36.6% | $3,826-67.8% | $2,078-40.7% |
| Participant deferral / active EE | $3,571 | $3,516+1.6% | $4,672-23.6% | $3,356+6.4% |
| Admin fee / account holder | $95 | $121-21.0% | $8,547-98.9% | $115-17.1% |