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: THE CAPITAL GROUP INVESTMENT ADV. Service code 27 6720-B ROCKLEDGE DR · BETHESDA, MD 20817 | Advisory (Plan) | $47,935 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,621 |
COASTAL PENSION SERVICES8 years Service code 13 | Contract Administrator | $10,000 |
COASTAL PENSION SERVICES8 years Filed as: COASTAL PENSION SERVICES, INC Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, ME 21046 | Contract Administrator | $2,215 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,792 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,579 | $102,317+75.5% | $146,958+22.2% | $80,856+122.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.53% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.1pp |
| Employer contribution / active EE | $16,774 | $3,713+351.8% | $4,933+240.1% | $2,755+508.9% |
| Participant deferral / active EE | $12,792 | $6,644+92.5% | $8,070+58.5% | $4,296+197.8% |
| Admin fee / account holder | $642 | $7,941-91.9% | $12,998-95.1% | $6,918-90.7% |