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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,075 |
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 | $102,273 | $58,726+74.2% | $92,233+10.9% | $62,292+64.2% |
| Participation rate | 62.6% | 68.3%-5.8pp | 76.5%-13.9pp | 69.5%-6.9pp |
| Annual return | 20.89% | 43.62%-22.7pp | 176.28%-155.4pp | 28.90%-8.0pp |
| Employer contribution / active EE | $3,020 | $2,392+26.3% | $3,679-17.9% | $2,042+47.9% |
| Participant deferral / active EE | $7,424 | $2,766+168.4% | $3,897+90.5% | $3,169+134.3% |
| Admin fee / account holder | $8 | $556-98.5% | $5,194-99.8% | $479-98.3% |