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 FUNDS8+ years Filed as: CAPITAL RESEARCH & CONSULTING LLC Service code 26 · EIN 95-4660745 | Advisory (Participants) | $188,789 |
Filed as: ABACUS Service code 27 · EIN 47-1094214 | Advisory (Plan) | $6,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$224,927 |
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 | $68,199 | $84,000-18.8% | $119,609-43.0% | $77,904-12.5% |
| Participation rate | 97.4% | 77.8%+19.6pp | 79.3%+18.2pp | 73.7%+23.7pp |
| Annual return | -7.27% | -11.59%+4.3pp | -14.97%+7.7pp | 12.21%-19.5pp |
| Employer contribution / active EE | $4,597 | $2,907+58.1% | $4,232+8.6% | $2,848+61.4% |
| Participant deferral / active EE | $5,548 | $4,705+17.9% | $5,602-1.0% | $4,806+15.4% |
| Admin fee / account holder | -$18 | $116-115.4% | $10,323-100.2% | $133-113.5% |