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 |
|---|---|---|
HARBOR3 years Filed as: HARBOR CAPITAL ADVISORY SERVICES Service code 27 10 EAST CHURCH STREET · FAIRPORT, NY 14450 | Advisory (Plan) | $55,812 |
EPLAN ADVISORS, LLC4+ years Service code 17 · EIN 36-1543746 | Pension Consulting | $45,682 |
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 | $58,093 | $62,543-7.1% | $83,333-30.3% | $55,725+4.2% |
| Participation rate | 92.1% | 78.4%+13.8pp | 77.8%+14.4pp | 70.9%+21.3pp |
| Annual return | -3.99% | 14.85%-18.8pp | 10.63%-14.6pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,970 | $2,427+22.3% | $3,379-12.1% | $2,078+42.9% |
| Participant deferral / active EE | $6,045 | $5,682+6.4% | $5,565+8.6% | $3,356+80.2% |
| Admin fee / account holder | $211 | $103+104.5% | $7,510-97.2% | $115+83.1% |