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 FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,057 | $42,546-22.3% | $71,796-54.0% | $55,167-40.1% |
| Participation rate | 95.3% | 59.1%+36.2pp | 69.1%+26.2pp | 69.0%+26.3pp |
| Annual return | 4.77% | 12.36%-7.6pp | 78.04%-73.3pp | 169.23%-164.5pp |
| Employer contribution / active EE | $781 | $803-2.8% | $1,924-59.4% | $1,963-60.2% |
| Participant deferral / active EE | $2,003 | $2,064-3.0% | $2,794-28.3% | $3,054-34.4% |
| Admin fee / account holder | $14 | $650-97.9% | $4,815-99.7% | $504-97.3% |