See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Consulting (pension); Copying and dup... | $2,675 |
Service code 13 · EIN 68-0005489 1320 HARBOR BAY PARKWAY · ALAMEDA, CA 94502 | Contract Administrator | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,486 | $59,417+10.2% | $93,606-30.0% | $74,495-12.1% |
| Participation rate | 61.7% | 59.7%+2.0pp | 68.7%-7.1pp | 67.2%-5.5pp |
| Annual return | 15.14% | 81.83%-66.7pp | 133.20%-118.1pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $495 | $1,264-60.8% | $2,420-79.5% | $2,623-81.1% |
| Participant deferral / active EE | $5,078 | $3,050+66.5% | $4,411+15.1% | $4,346+16.8% |
| Admin fee / account holder | $18 | $3,021-99.4% | $8,285-99.8% | $1,942-99.1% |