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 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $25,152 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $24,049 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,306 | $73,638-53.4% | $95,952-64.2% | $73,488-53.3% |
| Participation rate | 93.8% | 76.2%+17.7pp | 77.1%+16.8pp | 70.7%+23.2pp |
| Annual return | 11.76% | 16.78%-5.0pp | 91.61%-79.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $949 | $1,863-49.1% | $2,541-62.7% | $2,270-58.2% |
| Participant deferral / active EE | $2,456 | $3,617-32.1% | $4,167-41.1% | $3,740-34.3% |
| Admin fee / account holder | $311 | $482-35.6% | $6,795-95.4% | $513-39.4% |