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, LLC2+ years Service code 15 · EIN 45-3526822 303 MARY ELIZABETH ST. · BOALSBURG, PA 16827 | Recordkeeping | $4,383 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,570 | $55,453-75.5% | $170,442-92.0% | $62,292-78.2% |
| Participation rate | 61.1% | 66.4%-5.3pp | 83.6%-22.5pp | 69.5%-8.4pp |
| Annual return | 16.02% | 21.38%-5.4pp | 205.93%-189.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $265 | $2,164-87.8% | $5,433-95.1% | $2,042-87.0% |
| Participant deferral / active EE | $1,399 | $2,303-39.3% | $4,939-71.7% | $3,169-55.9% |
| Admin fee / account holder | $29 | $455-93.7% | $13,880-99.8% | $479-94.0% |