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 17 · EIN 13-5674085 | Pension Consulting | $24,047 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,403 |
COASTAL PENSION SERVICES7 years Filed as: COASTAL PENSION SERVICES INC Service code 13 · EIN 52-1053785 | Contract Administrator | $6,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,116 | $27,839+108.8% | $58,482-0.6% | $71,457-18.7% |
| Participation rate | 100.0% | 34.5%+65.5pp | 50.9%+49.1pp | 67.9%+32.1pp |
| Annual return | 17.06% | 26.81%-9.7pp | 4239.32%-4222.3pp | 28.85%-11.8pp |
| Employer contribution / active EE | $3,681 | $631+483.6% | $1,053+249.4% | $2,588+42.2% |
| Participant deferral / active EE | $2,966 | $1,206+145.9% | $1,924+54.2% | $4,289-30.8% |
| Admin fee / account holder | $268 | $1,641-83.7% | $2,516-89.3% | $1,587-83.1% |