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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,369 |
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 | $79,261 | $33,745+134.9% | $64,105+23.6% | $55,191+43.6% |
| Participation rate | 38.1% | 59.4%-21.2pp | 68.2%-30.0pp | 69.2%-31.0pp |
| Annual return | -0.34% | 4.95%-5.3pp | 791.24%-791.6pp | 10.78%-11.1pp |
| Employer contribution / active EE | $732 | $641+14.3% | $1,820-59.8% | $1,899-61.4% |
| Participant deferral / active EE | $1,577 | $1,929-18.3% | $2,822-44.1% | $3,046-48.2% |
| Admin fee / account holder | $24 | $94-74.4% | $4,499-99.5% | $91-73.4% |