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 FUNDS4 years Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $83,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,421 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,201 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,951 | $86,897+71.4% | $151,611-1.8% | $64,808+129.8% |
| Participation rate | 82.4% | 87.3%-4.9pp | 87.5%-5.1pp | 71.5%+10.9pp |
| Annual return | -17.38% | -3.57%-13.8pp | 3.33%-20.7pp | 32.82%-50.2pp |
| Employer contribution / active EE | $3,792 | $4,010-5.4% | $6,166-38.5% | $2,506+51.3% |
| Participant deferral / active EE | $13,977 | $6,690+108.9% | $8,363+67.1% | $4,310+224.3% |
| Admin fee / account holder | $200 | $153+30.7% | $11,616-98.3% | $188+6.4% |