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 year Filed as: CAPITAL RESEARCH AND CONSULTING Service code 27 · EIN 95-4660745 | Advisory (Plan) | $114,557 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$257,352 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,453 | $82,783+6.8% | $133,956-34.0% | $90,288-2.0% |
| Participation rate | 96.0% | 81.3%+14.7pp | 79.8%+16.1pp | 73.4%+22.6pp |
| Annual return | 19.67% | 21.89%-2.2pp | 45.09%-25.4pp | 53.97%-34.3pp |
| Employer contribution / active EE | $4,303 | $2,388+80.2% | $3,919+9.8% | $2,524+70.5% |
| Participant deferral / active EE | $5,046 | $4,291+17.6% | $5,0480% | $4,232+19.2% |
| Admin fee / account holder | -$84 | $93-190.3% | $8,927-100.9% | $114-173.5% |