See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $22,149 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,812 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,999 | $76,050-11.9% | $96,544-30.6% | $71,457-6.2% |
| Participation rate | 91.3% | 74.4%+16.9pp | 76.0%+15.4pp | 67.9%+23.4pp |
| Annual return | 15.07% | 22.81%-7.7pp | 25.84%-10.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,741 | $2,244-22.4% | $2,965-41.3% | $2,588-32.7% |
| Participant deferral / active EE | $5,949 | $4,215+41.1% | $4,851+22.6% | $4,289+38.7% |
| Admin fee / account holder | $214 | $2,707-92.1% | $8,252-97.4% | $1,587-86.5% |