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 Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $23,167 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,800 |
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 | $58,209 | $71,883-19.0% | $86,677-32.8% | $68,494-15.0% |
| Participation rate | 89.5% | 72.2%+17.2pp | 76.6%+12.9pp | 67.9%+21.6pp |
| Annual return | -14.33% | 3.52%-17.9pp | 35.91%-50.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,539 | $2,173-29.2% | $2,836-45.7% | $2,596-40.7% |
| Participant deferral / active EE | $5,354 | $3,779+41.7% | $4,656+15.0% | $4,027+32.9% |
| Admin fee / account holder | $229 | $6,112-96.3% | $7,493-96.9% | $5,403-95.8% |