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 |
|---|---|---|
Service code 27 120 VANTIS DR, STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $51,884 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $38,865 |
Filed as: NATIONAL PENSION SERVICES CORP Service code 13 206 N. FIRST AVENUE · ARCADIA, CA 91006 | Contract Administrator | $3,200 |
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 | $72,486 | $55,416+30.8% | $75,972-4.6% | $77,643-6.6% |
| Participation rate | 49.3% | 63.6%-14.2pp | 69.1%-19.7pp | 70.6%-21.2pp |
| Annual return | 14.70% | 17.07%-2.4pp | 359.55%-344.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,050 | $1,788+14.7% | $2,685-23.7% | $2,726-24.8% |
| Participant deferral / active EE | $2,882 | $3,447-16.4% | $4,255-32.3% | $4,647-38.0% |
| Admin fee / account holder | $186 | $414-55.1% | $6,467-97.1% | $430-56.8% |