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 | $2,166 |
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 | $48,241 | $46,173+4.5% | $170,442-71.7% | $69,631-30.7% |
| Participation rate | 31.1% | 63.9%-32.8pp | 83.6%-52.5pp | 70.7%-39.6pp |
| Annual return | 20.48% | 21.62%-1.1pp | 205.93%-185.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $386 | $1,610-76.0% | $5,433-92.9% | $2,032-81.0% |
| Participant deferral / active EE | $1,069 | $2,080-48.6% | $4,939-78.4% | $3,224-66.8% |
| Admin fee / account holder | $9 | $116-91.8% | $13,880-99.9% | $110-91.4% |