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 | $100 |
Service code 55 230 PARK AVE · NEW YORK, NY 10169 | Other Commissions | $0 |
TD AMERITRADE, INC.1 year Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,349 | $37,044-4.6% | $71,796-50.8% | $57,658-38.7% |
| Participation rate | 15.7% | 61.1%-45.4pp | 69.1%-53.4pp | 70.2%-54.5pp |
| Annual return | 6.38% | 12.64%-6.3pp | 78.04%-71.7pp | 5.13%+1.2pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $949 | $1,974-51.9% | $2,794-66.1% | $3,061-69.0% |
| Admin fee / account holder | $1 | $101-98.9% | $4,815-100.0% | $95-98.9% |