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 |
|---|---|---|
HARBOR FINANCIAL RESOURCES, INC.3+ years Service code 27 · EIN 36-3957484 | Advisory (Plan) | $28,000 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $24,067 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $13,405 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $623 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $180,796 | $71,192+154.0% | $117,854+53.4% | $62,292+190.2% |
| Participation rate | 95.0% | 74.2%+20.7pp | 79.7%+15.3pp | 69.5%+25.5pp |
| Annual return | 21.23% | 18.66%+2.6pp | 335.08%-313.8pp | 28.90%-7.7pp |
| Employer contribution / active EE | $9,478 | $1,934+390.1% | $3,786+150.3% | $2,042+364.1% |
| Participant deferral / active EE | $9,256 | $3,189+190.3% | $4,482+106.5% | $3,169+192.1% |
| Admin fee / account holder | $240 | $587-59.2% | $8,020-97.0% | $479-50.0% |