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 4-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 FUNDS1+ years Filed as: COASTAL CAPITAL GROUP Service code 27 107 NE 2ND ST, SUITE 1422 · BOCA RATON, FL 334329998 | Advisory (Plan) | $13,048 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $12,757 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,410 | $82,664-30.5% | $125,339-54.2% | $68,494-16.2% |
| Participation rate | 80.8% | 75.0%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -21.48% | -5.97%-15.5pp | 572.05%-593.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,471 | $3,381-56.5% | $4,814-69.4% | $2,596-43.3% |
| Participant deferral / active EE | $8,497 | $6,110+39.1% | $7,446+14.1% | $4,027+111.0% |
| Admin fee / account holder | $319 | $6,275-94.9% | $10,010-96.8% | $5,403-94.1% |