See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,281 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $29,701 |
AMERICAN FUNDS7 years Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $13,560 |
BOIVIN & ASSOCIATES6 years Service code 10 · EIN 27-1516157 | Accounting | $7,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,771 | $91,407-34.6% | $135,903-56.0% | $71,457-16.4% |
| Participation rate | 89.9% | 75.7%+14.2pp | 81.9%+8.0pp | 67.9%+21.9pp |
| Annual return | 21.10% | 29.90%-8.8pp | 68.23%-47.1pp | 28.85%-7.7pp |
| Employer contribution / active EE | $3,164 | $3,703-14.6% | $4,856-34.8% | $2,588+22.3% |
| Participant deferral / active EE | $11,926 | $7,092+68.2% | $7,758+53.7% | $4,289+178.1% |
| Admin fee / account holder | $274 | $1,266-78.3% | $10,762-97.5% | $1,587-82.7% |