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. Service code 27 120 VANTIS, STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $33,887 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $27,154 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 99 11101 SWITZER ROAD, SUITE 200 · OVERLAND PARK, KS 66210 | Other Fees | $12,094 |
Filed as: NATIONAL PENSION SERVICES CORP Service code 13 206 N. FIRST AVENUE · ARCADIA, CA 91006 | Contract Administrator | $1,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,689 | $44,764+24.4% | $68,791-19.0% | $64,808-14.1% |
| Participation rate | 65.1% | 64.8%+0.4pp | 69.0%-3.9pp | 71.5%-6.3pp |
| Annual return | -17.80% | -10.91%-6.9pp | -6.38%-11.4pp | 32.82%-50.6pp |
| Employer contribution / active EE | $2,449 | $1,775+37.9% | $2,655-7.8% | $2,506-2.3% |
| Participant deferral / active EE | $3,509 | $3,238+8.4% | $3,941-11.0% | $4,310-18.6% |
| Admin fee / account holder | $177 | $151+17.0% | $4,932-96.4% | $188-5.7% |