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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $43,021 |
AMERICAN FUNDS5 years Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $39,584 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,703 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,611 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,114 | $100,227+79.7% | $169,993+6.0% | $74,419+142.0% |
| Participation rate | 84.9% | 87.3%-2.4pp | 87.0%-2.1pp | 70.7%+14.2pp |
| Annual return | 22.32% | 66.08%-43.8pp | 53.37%-31.1pp | 34.38%-12.1pp |
| Employer contribution / active EE | $3,843 | $4,263-9.9% | $6,785-43.4% | $2,637+45.7% |
| Participant deferral / active EE | $16,219 | $7,143+127.1% | $10,408+55.8% | $4,528+258.2% |
| Admin fee / account holder | $190 | $234-18.9% | $12,815-98.5% | $348-45.3% |