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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: COASTAL CAPITAL GROUP INC. Service code 99 · EIN 47-3835496 | Other Fees | $29,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,923 | $45,000-49.1% | $143,757-84.1% | $77,904-70.6% |
| Participation rate | 34.2% | 66.8%-32.6pp | 80.3%-46.1pp | 73.7%-39.5pp |
| Annual return | -15.15% | 29.03%-44.2pp | -0.04%-15.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $306 | $1,870-83.6% | $4,951-93.8% | $2,848-89.3% |
| Participant deferral / active EE | $1,224 | $3,157-61.2% | $5,637-78.3% | $4,806-74.5% |
| Admin fee / account holder | $190 | $98+93.4% | $14,673-98.7% | $133+43.6% |