Filed March 18, 2021 (most recent of 2 filings on file)
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 INC7+ years Service code 55 · EIN 39-1571149 | Other Commissions | $22,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,206 |
Employer contribution per participant 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 | $79,139 | $93,182-15.1% | $146,665-46.0% | $79,386-0.3% |
| Participation rate | 84.2% | 76.4%+7.8pp | 80.1%+4.1pp | 70.7%+13.5pp |
| Annual return | 15.20% | 21.61%-6.4pp | 22.74%-7.5pp | 116.85%-101.7pp |
| Employer contribution / active EE | $249 | $2,420-89.7% | $4,136-94.0% | $2,427-89.7% |
| Participant deferral / active EE | $5,369 | $4,169+28.8% | $5,506-2.5% | $4,046+32.7% |
| Admin fee / account holder | $9 | $585-98.4% | $10,280-99.9% | $626-98.5% |