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 FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $8,162 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,263 | $64,286-28.0% | $106,387-56.5% | $55,725-17.0% |
| Participation rate | 73.4% | 75.2%-1.8pp | 77.5%-4.0pp | 70.9%+2.6pp |
| Annual return | -6.63% | 0.84%-7.5pp | 0.25%-6.9pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,911 | $2,367-19.3% | $3,520-45.7% | $2,078-8.0% |
| Participant deferral / active EE | $3,446 | $4,158-17.1% | $5,421-36.4% | $3,356+2.7% |
| Admin fee / account holder | $10 | $102-89.8% | $7,510-99.9% | $115-90.9% |