See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,018 |
AMERICAN FUNDS1 year Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $11,458 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,023 | $69,159+33.1% | $125,175-26.5% | $67,579+36.2% |
| Participation rate | 50.9% | 78.2%-27.3pp | 79.8%-28.8pp | 71.3%-20.3pp |
| Annual return | 25.29% | 27.12%-1.8pp | 43.79%-18.5pp | 378.56%-353.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,865-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,782 | $3,700-24.8% | $4,937-43.6% | $3,539-21.4% |
| Admin fee / account holder | $150 | $142+5.6% | $9,702-98.5% | $142+5.2% |