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 | $2,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,524 | $39,245-17.1% | $64,105-49.3% | $52,331-37.8% |
| Participation rate | 96.9% | 58.2%+38.7pp | 68.2%+28.7pp | 68.1%+28.8pp |
| Annual return | 0.16% | 14.79%-14.6pp | 791.24%-791.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $775 | $736+5.3% | $1,820-57.4% | $1,882-58.8% |
| Participant deferral / active EE | $1,933 | $1,992-3.0% | $2,822-31.5% | $3,022-36.0% |
| Admin fee / account holder | $12 | $592-97.9% | $4,499-99.7% | $592-97.9% |