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 37 · EIN 04-2647786 | Loan Processing | $14,729 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,167 |
AMERICAN FUNDS1 year Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $5,169 |
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 | $58,136 | $69,477-16.3% | $94,646-38.6% | $71,457-18.6% |
| Participation rate | 81.2% | 78.4%+2.8pp | 80.8%+0.4pp | 67.9%+13.3pp |
| Annual return | 33.35% | 29.66%+3.7pp | 156.71%-123.4pp | 28.85%+4.5pp |
| Employer contribution / active EE | $1,993 | $2,853-30.1% | $3,672-45.7% | $2,588-23.0% |
| Participant deferral / active EE | $11,434 | $7,345+55.7% | $7,418+54.1% | $4,289+166.6% |
| Admin fee / account holder | $181 | $1,210-85.0% | $7,231-97.5% | $1,587-88.6% |