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 |
|---|---|---|
COIGN CAPITAL ADVISORS LLC2+ years Service code 27 · EIN 46-5371161 | Advisory (Plan) | $8,638 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,681 |
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 | $31,712 | $67,606-53.1% | $82,313-61.5% | $70,131-54.8% |
| Participation rate | 98.6% | 72.8%+25.9pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | 18.86% | 21.57%-2.7pp | 25.88%-7.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $2,426 | $1,755+38.3% | $2,428-0.1% | $2,342+3.6% |
| Participant deferral / active EE | $4,705 | $2,987+57.5% | $3,706+27.0% | $3,332+41.2% |
| Admin fee / account holder | $141 | $4,512-96.9% | $5,608-97.5% | $4,645-97.0% |