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 2614 N TAMIAMI TRAIL STE 522 · NAPLES, FL 34103 | Advisory (Plan) | $44,176 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,379 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,133 | $100,923+48.8% | $150,045+0.1% | $74,304+102.1% |
| Participation rate | 79.2% | 70.1%+9.1pp | 82.3%-3.2pp | 60.3%+18.8pp |
| Annual return | 16.53% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $5,335 | $3,463+54.0% | $4,693+13.7% | $2,241+138.0% |
| Participant deferral / active EE | $12,653 | $6,709+88.6% | $7,997+58.2% | $3,767+235.9% |
| Admin fee / account holder | $377 | $2,767-86.4% | $13,435-97.2% | $2,969-87.3% |