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 | $3,614 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,210 | $69,305-30.4% | $82,313-41.4% | $69,631-30.8% |
| Participation rate | 87.3% | 80.3%+7.0pp | 76.9%+10.4pp | 70.7%+16.6pp |
| Annual return | 13.16% | 21.47%-8.3pp | 25.88%-12.7pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $666 | $1,887-64.7% | $2,428-72.6% | $2,032-67.2% |
| Participant deferral / active EE | $3,845 | $3,568+7.7% | $3,706+3.7% | $3,224+19.3% |
| Admin fee / account holder | $76 | $97-22.3% | $5,608-98.7% | $110-31.6% |