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 | $2,344 |
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 | $36,366 | $51,466-29.3% | $78,778-53.8% | $62,292-41.6% |
| Participation rate | 93.5% | 59.8%+33.7pp | 69.2%+24.3pp | 69.5%+24.0pp |
| Annual return | 16.65% | 19.96%-3.3pp | 35.62%-19.0pp | 28.90%-12.2pp |
| Employer contribution / active EE | $725 | $827-12.4% | $1,986-63.5% | $2,042-64.5% |
| Participant deferral / active EE | $2,183 | $2,147+1.7% | $2,958-26.2% | $3,169-31.1% |
| Admin fee / account holder | $23 | $489-95.2% | $5,134-99.5% | $479-95.1% |