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.4+ years Service code 27 · EIN 36-3957484 | Advisory (Plan) | $29,500 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $27,278 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $16,076 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $648 |
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 | $159,531 | $66,302+140.6% | $110,238+44.7% | $56,287+183.4% |
| Participation rate | 96.4% | 74.9%+21.5pp | 79.8%+16.5pp | 69.9%+26.5pp |
| Annual return | -3.92% | -1.18%-2.7pp | 314.74%-318.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $9,822 | $2,047+379.8% | $3,826+156.7% | $2,111+365.3% |
| Participant deferral / active EE | $10,073 | $3,381+197.9% | $4,672+115.6% | $3,350+200.7% |
| Admin fee / account holder | $224 | $698-67.9% | $8,547-97.4% | $521-56.9% |