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 64 · EIN 71-0294708 | Recordkeeping Fees | $77,722 |
HARBOUR INVESTMENTS INC9+ years Filed as: HARBOUR INVESTMENTS, INC. Service code 99 · EIN 39-1571149 | Other Fees | $43,471 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,792 | $91,372+4.8% | $129,995-26.3% | $74,419+28.7% |
| Participation rate | 96.9% | 77.8%+19.1pp | 78.5%+18.5pp | 70.7%+26.2pp |
| Annual return | 18.28% | 23.21%-4.9pp | -137.18%+155.5pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,500 | $2,563+75.5% | $4,320+4.2% | $2,637+70.6% |
| Participant deferral / active EE | $7,134 | $4,721+51.1% | $5,820+22.6% | $4,528+57.6% |
| Admin fee / account holder | $206 | $283-27.2% | $10,614-98.1% | $348-40.7% |