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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,082 |
HARBOR6 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 · EIN 90-0497525 | Advisory (Plan) | $30,000 |
Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,206 | $82,202-30.4% | $125,339-54.4% | $64,808-11.7% |
| Participation rate | 92.6% | 77.9%+14.8pp | 82.4%+10.3pp | 71.5%+21.2pp |
| Annual return | -16.57% | 3.48%-20.0pp | 572.05%-588.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,570 | $3,615-56.6% | $4,814-67.4% | $2,506-37.3% |
| Participant deferral / active EE | $6,403 | $7,175-10.8% | $7,446-14.0% | $4,310+48.5% |
| Admin fee / account holder | $109 | $163-33.0% | $10,010-98.9% | $188-41.7% |