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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $30,884 |
HARBOR FINANCIAL RESOURCES, INC.8+ years Service code 27 · EIN 36-3957484 | Advisory (Plan) | $30,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $13,528 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $85 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,689 | $71,142+130.1% | $119,609+36.9% | $64,808+152.6% |
| Participation rate | 92.1% | 78.6%+13.5pp | 79.3%+12.8pp | 71.5%+20.6pp |
| Annual return | -18.09% | -10.01%-8.1pp | -14.97%-3.1pp | 32.82%-50.9pp |
| Employer contribution / active EE | $3,396 | $2,497+36.0% | $4,232-19.7% | $2,506+35.5% |
| Participant deferral / active EE | $10,449 | $4,490+132.7% | $5,602+86.5% | $4,310+142.4% |
| Admin fee / account holder | $175 | $162+7.9% | $10,323-98.3% | $188-6.8% |