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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: COASTAL CAPITAL GROUP, INC. Service code 15 · EIN 47-3835496 | Recordkeeping | $30,742 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,976 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $37,900 | $88,122-57.0% | $141,162-73.2% | $67,579-43.9% |
| Participation rate | 91.6% | 76.5%+15.2pp | 82.5%+9.2pp | 71.3%+20.4pp |
| Annual return | 33.38% | 75.40%-42.0pp | 71.39%-38.0pp | 378.56%-345.2pp |
| Employer contribution / active EE | $2,090 | $3,224-35.2% | $4,735-55.9% | $2,148-2.7% |
| Participant deferral / active EE | $6,777 | $5,958+13.7% | $6,709+1.0% | $3,539+91.5% |
| Admin fee / account holder | $89 | $131-31.7% | $10,261-99.1% | $142-37.1% |