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 6-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: CAPITAL GROUP RETIREMENT SERVICES Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,345 |
Filed as: IBN FINANCIAL SERVICES INC. Service code 27 · EIN 16-1493299 404 OLD LIVERPOOL ROAD · LIVERPOOL, NY 13088 | Advisory (Plan) | $8,583 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES INC. Service code 64 · EIN 52-1053785 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Recordkeeping Fees | $3,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,676 | $69,763-63.2% | $67,502-62.0% | $74,495-65.5% |
| Participation rate | 66.3% | 71.4%-5.1pp | 72.9%-6.6pp | 67.2%-0.9pp |
| Annual return | 14.62% | -40.34%+55.0pp | 3512.12%-3497.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,804 | $2,704-33.3% | $2,731-33.9% | $2,623-31.2% |
| Participant deferral / active EE | $2,242 | $3,636-38.3% | $4,000-44.0% | $4,346-48.4% |
| Admin fee / account holder | $144 | $896-83.9% | $3,998-96.4% | $1,942-92.6% |