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 INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $26,677 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,258 | $79,171+1.4% | $102,423-21.6% | $74,495+7.7% |
| Participation rate | 90.2% | 74.8%+15.4pp | 76.5%+13.7pp | 67.2%+23.0pp |
| Annual return | 13.25% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,631 | $2,362-31.0% | $3,023-46.0% | $2,623-37.8% |
| Participant deferral / active EE | $6,010 | $4,415+36.1% | $5,053+18.9% | $4,346+38.3% |
| Admin fee / account holder | $252 | $2,001-87.4% | $9,451-97.3% | $1,942-87.0% |