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 FUNDS5 years Filed as: COASTAL CAPITAL GROUP, INC. Service code 15 · EIN 47-3835496 | Recordkeeping | $62,931 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,601 |
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 | $45,335 | $82,202-44.8% | $125,339-63.8% | $64,808-30.0% |
| Participation rate | 97.8% | 77.9%+19.9pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | -16.93% | 3.48%-20.4pp | 572.05%-589.0pp | 32.82%-49.7pp |
| Employer contribution / active EE | $3,074 | $3,615-15.0% | $4,814-36.1% | $2,506+22.7% |
| Participant deferral / active EE | $9,508 | $7,175+32.5% | $7,446+27.7% | $4,310+120.6% |
| Admin fee / account holder | $124 | $163-24.2% | $10,010-98.8% | $188-34.1% |