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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. DBA 401K Service code 27 120 VANTIS · ALSO VIEJO, CA 92656 | Advisory (Plan) | $22,215 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,700 |
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 | $66,417 | $72,492-8.4% | $87,100-23.7% | $72,985-9.0% |
| Participation rate | 92.8% | 72.8%+20.0pp | 76.9%+15.9pp | 69.5%+23.3pp |
| Annual return | 18.51% | 24.46%-5.9pp | 28.19%-9.7pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,425 | $1,894-24.8% | $2,521-43.5% | $2,440-41.6% |
| Participant deferral / active EE | $4,945 | $3,270+51.2% | $4,049+22.1% | $3,607+37.1% |
| Admin fee / account holder | $212 | $5,055-95.8% | $7,497-97.2% | $5,124-95.9% |