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 |
|---|---|---|
HARBOR1 year Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 · EIN 90-0497525 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,531 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,845 | $155,795-67.4% | $136,294-62.7% | $69,631-27.0% |
| Participation rate | 96.1% | 75.2%+20.8pp | 81.9%+14.1pp | 70.7%+25.4pp |
| Annual return | 18.63% | 232464.33%-232445.7pp | 5155.94%-5137.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $690 | $2,991-76.9% | $4,695-85.3% | $2,032-66.0% |
| Participant deferral / active EE | $4,678 | $5,394-13.3% | $6,247-25.1% | $3,224+45.1% |
| Admin fee / account holder | $56 | $128-56.3% | $9,243-99.4% | $110-49.3% |