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 | $838 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 · EIN 26-4310632 | Other Services | $14 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,498 | $71,192-57.2% | $117,854-74.1% | $62,292-51.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.42% | 18.66%-2.2pp | 335.08%-318.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,814 | $1,934-6.2% | $3,786-52.1% | $2,042-11.2% |
| Participant deferral / active EE | $2,353 | $3,189-26.2% | $4,482-47.5% | $3,169-25.8% |
| Admin fee / account holder | $4 | $587-99.3% | $8,020-99.9% | $479-99.2% |