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 SERVICES4 years Service code 13 723 LEE DEFOREST DRIVE, SUITE 102 · COLUMBIA, MD 210463202 | Contract Administrator | $12,375 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $3,327 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRV, CA 92618 | Recordkeeping Fees | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,429 | $84,487-68.7% | $125,339-78.9% | $66,914-60.5% |
| Participation rate | 49.0% | 76.4%-27.4pp | 82.4%-33.3pp | 69.8%-20.8pp |
| Annual return | -19.39% | -8.39%-11.0pp | 572.05%-591.4pp | 1.58%-21.0pp |
| Employer contribution / active EE | $641 | $3,553-82.0% | $4,814-86.7% | $2,544-74.8% |
| Participant deferral / active EE | $3,503 | $6,781-48.3% | $7,446-53.0% | $4,237-17.3% |
| Admin fee / account holder | $101 | $685-85.3% | $10,010-99.0% | $593-83.0% |