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) | $18,677 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,472 | $74,552+40.1% | $62,995+65.8% | $69,631+50.0% |
| Participation rate | 44.0% | 78.3%-34.3pp | 74.8%-30.9pp | 70.7%-26.7pp |
| Annual return | 16.91% | 15.77%+1.1pp | 87.57%-70.7pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $854 | $2,929-70.8% | $2,759-69.0% | $2,032-58.0% |
| Participant deferral / active EE | $2,912 | $2,974-2.1% | $3,329-12.5% | $3,224-9.7% |
| Admin fee / account holder | $124 | $59+107.9% | $3,600-96.6% | $110+11.8% |