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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $18,801 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,579 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,241 |
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.
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 | $67,896 | $99,957-32.1% | $149,696-54.6% | $73,488-7.6% |
| Participation rate | 62.8% | 75.7%-12.9pp | 82.5%-19.7pp | 70.7%-7.9pp |
| Annual return | 20.88% | 53.87%-33.0pp | 276.60%-255.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $291 | $3,191-90.9% | $4,644-93.7% | $2,270-87.2% |
| Participant deferral / active EE | $4,421 | $6,073-27.2% | $6,842-35.4% | $3,740+18.2% |
| Admin fee / account holder | $241 | $551-56.3% | $9,309-97.4% | $513-53.1% |