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 |
|---|---|---|
Filed as: HARVEST INVESTMENT CONSULTANTS Service code 27 2345 YORK ROAD · TIMONIUM, MD 21093 | Advisory (Plan) | $14,038 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,107 |
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 | $79,640 | $51,466+54.7% | $78,778+1.1% | $62,292+27.8% |
| Participation rate | 89.1% | 59.8%+29.3pp | 69.2%+19.9pp | 69.5%+19.6pp |
| Annual return | 21.46% | 19.96%+1.5pp | 35.62%-14.2pp | 28.90%-7.4pp |
| Employer contribution / active EE | $1,580 | $827+91.0% | $1,986-20.4% | $2,042-22.6% |
| Participant deferral / active EE | $4,357 | $2,147+102.9% | $2,958+47.3% | $3,169+37.5% |
| Admin fee / account holder | $61 | $489-87.6% | $5,134-98.8% | $479-87.3% |