Filed June 1, 2026
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 |
|---|---|---|
COASTAL PENSION SERVICES1 year Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Contract Administrator | $2,100 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $688 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $277 |
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 | $52,564 | $99,957-47.4% | $149,696-64.9% | $73,488-28.5% |
| Participation rate | 66.1% | 75.7%-9.6pp | 82.5%-16.4pp | 70.7%-4.6pp |
| Annual return | 4.98% | 53.87%-48.9pp | 276.60%-271.6pp | 28.51%-23.5pp |
| Employer contribution / active EE | $2,663 | $3,191-16.6% | $4,644-42.7% | $2,270+17.3% |
| Participant deferral / active EE | $5,228 | $6,073-13.9% | $6,842-23.6% | $3,740+39.8% |
| Admin fee / account holder | $11 | $551-97.9% | $9,309-99.9% | $513-97.8% |