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 |
|---|---|---|
COASTAL DAILY BALANCE, LLC1+ years Service code 15 · EIN 45-3526822 303 MARY ELIZABETH ST. · BOALSBURG, PA 16827 | Recordkeeping | $3,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,356 | $46,732-73.6% | $156,549-92.1% | $55,167-77.6% |
| Participation rate | 58.1% | 65.8%-7.7pp | 84.0%-25.9pp | 69.0%-10.9pp |
| Annual return | 6.75% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $230 | $2,105-89.1% | $5,501-95.8% | $1,963-88.3% |
| Participant deferral / active EE | $1,151 | $2,204-47.8% | $4,871-76.4% | $3,054-62.3% |
| Admin fee / account holder | $28 | $418-93.4% | $13,027-99.8% | $504-94.5% |