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 25 · EIN 95-1411037 | Directed Trustee | $4,083 |
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 | $29,434 | $75,183-60.9% | $123,892-76.2% | $55,167-46.6% |
| Participation rate | 84.4% | 72.8%+11.6pp | 81.4%+3.0pp | 69.0%+15.4pp |
| Annual return | 9.40% | 19.01%-9.6pp | 47.52%-38.1pp | 169.23%-159.8pp |
| Employer contribution / active EE | $2,035 | $2,823-27.9% | $4,617-55.9% | $1,963+3.7% |
| Participant deferral / active EE | $6,196 | $5,084+21.9% | $5,984+3.5% | $3,054+102.9% |
| Admin fee / account holder | $20 | $663-96.9% | $8,357-99.8% | $504-95.9% |