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 | $44,029 |
HARBOR FINANCIAL RESOURCES, INC.9+ years Service code 27 · EIN 36-3957484 | Advisory (Plan) | $30,000 |
Service code 27 · EIN 88-0967642 | Advisory (Plan) | $5,274 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $4,705 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $45 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,580 | $91,372+114.0% | $129,995+50.5% | $74,419+162.8% |
| Participation rate | 91.5% | 77.8%+13.7pp | 78.5%+13.0pp | 70.7%+20.8pp |
| Annual return | 17.49% | 23.21%-5.7pp | -137.18%+154.7pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,738 | $2,563+45.8% | $4,320-13.5% | $2,637+41.7% |
| Participant deferral / active EE | $11,746 | $4,721+148.8% | $5,820+101.8% | $4,528+159.4% |
| Admin fee / account holder | $233 | $283-17.8% | $10,614-97.8% | $348-33.1% |