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 |
|---|---|---|
COASTAL PENSION SERVICES2 years Service code 13 723 LEE DEFOREST DRIVE, SUITE 102 · COLUMBIA, MD 210463202 | Contract Administrator | $12,081 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRV, CA 92618 | Recordkeeping Fees | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,405 | $99,957-68.6% | $149,696-79.0% | $73,488-57.3% |
| Participation rate | 60.7% | 75.7%-15.0pp | 82.5%-21.8pp | 70.7%-10.0pp |
| Annual return | 27.06% | 53.87%-26.8pp | 276.60%-249.5pp | 28.51%-1.5pp |
| Employer contribution / active EE | $1,027 | $3,191-67.8% | $4,644-77.9% | $2,270-54.8% |
| Participant deferral / active EE | $3,711 | $6,073-38.9% | $6,842-45.8% | $3,740-0.8% |
| Admin fee / account holder | $73 | $551-86.8% | $9,309-99.2% | $513-85.9% |