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 FUNDS2 years Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $57,031 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,386 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,793 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $170,925 | $111,608+53.1% | $177,821-3.9% | $73,409+132.8% |
| Participation rate | 81.8% | 87.9%-6.0pp | 87.7%-5.9pp | 72.2%+9.6pp |
| Annual return | 19.77% | 18.23%+1.5pp | 48.32%-28.6pp | 59.29%-39.5pp |
| Employer contribution / active EE | $3,937 | $3,796+3.7% | $5,918-33.5% | $2,234+76.3% |
| Participant deferral / active EE | $12,989 | $6,199+109.5% | $7,714+68.4% | $3,805+241.3% |
| Admin fee / account holder | $163 | $166-1.5% | $12,427-98.7% | $158+3.3% |