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 FUNDS4 years Filed as: COASTAL CAPITAL GROUP INC. Service code 99 · EIN 47-3835496 | Other Fees | $23,861 |
Filed as: ANGELL PENSION GROUP Service code 49 · EIN 04-2530412 | Other Services | $5,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,249 | $47,126-46.4% | $149,673-83.1% | $74,419-66.1% |
| Participation rate | 35.4% | 63.4%-28.0pp | 78.8%-43.4pp | 70.7%-35.4pp |
| Annual return | 10.66% | 22.75%-12.1pp | 134.42%-123.8pp | 34.38%-23.7pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,475 | $2,728-45.9% | $5,680-74.0% | $4,528-67.4% |
| Admin fee / account holder | $177 | $343-48.3% | $13,210-98.7% | $348-49.0% |