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 PENSION SERVICES3+ years Service code 15 · EIN 52-1053785 | Recordkeeping | $2,035 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $928 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,364 | $85,766-72.8% | $136,294-82.9% | $70,131-66.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 19.81% | 31.45%-11.6pp | 5155.94%-5136.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $453 | $2,966-84.7% | $4,695-90.4% | $2,342-80.7% |
| Participant deferral / active EE | $3,652 | $5,051-27.7% | $6,247-41.5% | $3,332+9.6% |
| Admin fee / account holder | $151 | $5,420-97.2% | $9,243-98.4% | $4,645-96.8% |