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 |
|---|---|---|
HARBOR3 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 | $4,926 |
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 | $64,269 | $88,122-27.1% | $141,162-54.5% | $67,579-4.9% |
| Participation rate | 96.0% | 76.5%+19.5pp | 82.5%+13.5pp | 71.3%+24.7pp |
| Annual return | 25.57% | 75.40%-49.8pp | 71.39%-45.8pp | 378.56%-353.0pp |
| Employer contribution / active EE | $768 | $3,224-76.2% | $4,735-83.8% | $2,148-64.2% |
| Participant deferral / active EE | $5,805 | $5,958-2.6% | $6,709-13.5% | $3,539+64.0% |
| Admin fee / account holder | $67 | $131-48.8% | $10,261-99.3% | $142-52.9% |