See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $77,562 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,319 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,566 |
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 | $194,605 | $111,491+74.5% | $189,513+2.7% | $86,799+124.2% |
| Participation rate | 85.5% | 87.3%-1.8pp | 87.8%-2.3pp | 72.3%+13.3pp |
| Annual return | 17.87% | 83.50%-65.6pp | 555.15%-537.3pp | 97.91%-80.0pp |
| Employer contribution / active EE | $3,811 | $3,951-3.5% | $6,162-38.1% | $2,405+58.5% |
| Participant deferral / active EE | $14,208 | $6,437+120.7% | $8,221+72.8% | $4,131+243.9% |
| Admin fee / account holder | $190 | $189+0.8% | $12,045-98.4% | $170+12.2% |