Filed June 1, 2026
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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.
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| Provider | Service type | Compensation |
|---|---|---|
COASTAL PENSION SERVICES3 years Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Contract Administrator | $4,400 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,238 |
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 | $54,977 | $84,487-34.9% | $125,339-56.1% | $66,914-17.8% |
| Participation rate | 65.7% | 76.4%-10.7pp | 82.4%-16.7pp | 69.8%-4.1pp |
| Annual return | -15.34% | -8.39%-7.0pp | 572.05%-587.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $3,378 | $3,553-4.9% | $4,814-29.8% | $2,544+32.8% |
| Participant deferral / active EE | $5,721 | $6,781-15.6% | $7,446-23.2% | $4,237+35.0% |
| Admin fee / account holder | $2 | $685-99.7% | $10,010-100.0% | $593-99.6% |