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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $75,640 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,695 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,609 | $71,666+11.1% | $117,854-32.5% | $69,631+14.3% |
| Participation rate | 98.2% | 77.5%+20.6pp | 79.7%+18.5pp | 70.7%+27.5pp |
| Annual return | 18.33% | 18.86%-0.5pp | 335.08%-316.7pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $3,602 | $1,889+90.7% | $3,786-4.9% | $2,032+77.2% |
| Participant deferral / active EE | $6,336 | $3,340+89.7% | $4,482+41.4% | $3,224+96.5% |
| Admin fee / account holder | $181 | $120+50.6% | $8,020-97.7% | $110+64.1% |