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 9-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 | $7,594 |
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 | $33,377 | $37,196-10.3% | $154,107-78.3% | $55,725-40.1% |
| Participation rate | 53.2% | 64.1%-10.9pp | 83.0%-29.8pp | 70.9%-17.6pp |
| Annual return | 9.73% | 1319.68%-1309.9pp | 735.12%-725.4pp | 244.93%-235.2pp |
| Employer contribution / active EE | $779 | $1,614-51.7% | $5,298-85.3% | $2,078-62.5% |
| Participant deferral / active EE | $1,395 | $2,068-32.5% | $5,081-72.5% | $3,356-58.4% |
| Admin fee / account holder | $17 | $102-82.9% | $13,411-99.9% | $115-84.9% |