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 |
|---|---|---|
HARBOR2 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 · EIN 90-0497525 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,500 |
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 | $47,860 | $75,388-36.5% | $123,544-61.3% | $55,725-14.1% |
| Participation rate | 96.9% | 75.7%+21.2pp | 82.3%+14.6pp | 70.9%+26.0pp |
| Annual return | -4.42% | 4.48%-8.9pp | 119.20%-123.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $761 | $3,063-75.1% | $4,628-83.5% | $2,078-63.4% |
| Participant deferral / active EE | $5,488 | $5,651-2.9% | $6,426-14.6% | $3,356+63.5% |
| Admin fee / account holder | $66 | $120-44.5% | $9,284-99.3% | $115-42.3% |