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 |
|---|---|---|
HARBOUR INVESTMENTS INC1 year Filed as: HARBOUR INVESTMENTS Service code 99 | Other Fees | $39,468 |
Service code 49 | Other Services | $29,398 |
HARBOUR INVESTMENTS INC7+ years Filed as: HARBOUR INVESTMENTS, INC. Service code 99 · EIN 39-1571149 | Other Fees | $0 |
Filed as: THE RETIREMENT ADVANTAGE Service code 49 STE 311 8150 PERRY HWY · PITTSBURGH, PA 15237 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,058 | $86,225+24.2% | $146,665-27.0% | $86,799+23.3% |
| Participation rate | 95.6% | 78.0%+17.6pp | 80.1%+15.6pp | 72.3%+23.3pp |
| Annual return | 12.71% | 31.23%-18.5pp | 22.74%-10.0pp | 97.91%-85.2pp |
| Employer contribution / active EE | $2,966 | $2,392+24.0% | $4,136-28.3% | $2,405+23.3% |
| Participant deferral / active EE | $6,422 | $4,245+51.3% | $5,506+16.6% | $4,131+55.5% |
| Admin fee / account holder | $324 | $195+66.1% | $10,280-96.8% | $170+91.3% |