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 INC9+ years Service code 55 · EIN 39-1571149 | Other Commissions | $19,808 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,019 |
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 | $73,673 | $82,978-11.2% | $129,995-43.3% | $71,457+3.1% |
| Participation rate | 83.5% | 74.1%+9.4pp | 78.5%+5.0pp | 67.9%+15.6pp |
| Annual return | 18.53% | 20.60%-2.1pp | -137.18%+155.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $723 | $2,622-72.4% | $4,320-83.3% | $2,588-72.0% |
| Participant deferral / active EE | $6,340 | $4,432+43.1% | $5,820+8.9% | $4,289+47.8% |
| Admin fee / account holder | $8 | $1,729-99.5% | $10,614-99.9% | $1,587-99.5% |