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 13 · EIN 42-0127290 | Contract Administrator | $21,576 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $18,762 |
COASTAL PENSION SERVICES4 years Filed as: COASTAL PENSION SERVICES INC Service code 13 · EIN 52-1053785 | Contract Administrator | $7,624 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $6,022 |
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 | $62,849 | $35,986+74.6% | $77,482-18.9% | $73,488-14.5% |
| Participation rate | 95.5% | 40.8%+54.6pp | 54.2%+41.3pp | 70.7%+24.8pp |
| Annual return | 12.33% | 19.26%-6.9pp | 54.79%-42.5pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,241 | $557+122.7% | $986+25.8% | $2,270-45.3% |
| Participant deferral / active EE | $2,109 | $1,198+76.1% | $1,861+13.3% | $3,740-43.6% |
| Admin fee / account holder | $246 | $466-47.2% | $2,858-91.4% | $513-52.1% |