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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 13 · EIN 95-1411037 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Contract Administrator | $9,285 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,673 | $42,582-11.5% | $171,082-78.0% | $57,658-34.7% |
| Participation rate | 81.6% | 63.9%+17.7pp | 76.7%+4.9pp | 70.2%+11.4pp |
| Annual return | 10.67% | 308.67%-298.0pp | 32.56%-21.9pp | 5.13%+5.5pp |
| Employer contribution / active EE | $991 | $1,306-24.1% | $4,002-75.2% | $1,974-49.8% |
| Participant deferral / active EE | $2,850 | $2,933-2.9% | $4,797-40.6% | $3,061-6.9% |
| Admin fee / account holder | $54 | $82-34.9% | $8,520-99.4% | $95-43.3% |