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 INC2 years Filed as: NFP RETIREMENT INC. Service code 27 120 VANTIS, STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $45,634 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $29,822 |
Filed as: NATIONAL PENSION SERVICES CORP Service code 13 206 N. FIRST AVENUE · ARCADIA, CA 91006 | Contract Administrator | $3,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,671 | $49,693+28.1% | $70,515-9.7% | $74,419-14.4% |
| Participation rate | 46.0% | 64.7%-18.6pp | 68.3%-22.3pp | 70.7%-24.7pp |
| Annual return | 17.15% | 21.22%-4.1pp | 32.77%-15.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,748 | $1,773-1.4% | $2,973-41.2% | $2,637-33.7% |
| Participant deferral / active EE | $2,434 | $3,376-27.9% | $4,567-46.7% | $4,528-46.2% |
| Admin fee / account holder | $171 | $316-46.0% | $6,412-97.3% | $348-51.0% |