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 FUNDS1 year Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $48,165 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,733 |
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 | $141,634 | $88,515+60.0% | $162,163-12.7% | $67,579+109.6% |
| Participation rate | 80.1% | 86.8%-6.7pp | 87.6%-7.4pp | 71.3%+8.8pp |
| Annual return | 31.56% | 27.04%+4.5pp | 115.59%-84.0pp | 378.56%-347.0pp |
| Employer contribution / active EE | $3,580 | $3,563+0.5% | $5,614-36.2% | $2,148+66.7% |
| Participant deferral / active EE | $11,464 | $5,724+100.3% | $7,298+57.1% | $3,539+223.9% |
| Admin fee / account holder | $147 | $124+19.1% | $10,843-98.6% | $142+3.5% |