See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HARBOR3 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 2330 WEST JOPPA RD STE 160 · LUTHERVILLE, MD 21093 | Advisory (Plan) | $26,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,117 | $51,576+16.6% | $129,207-53.5% | $80,856-25.6% |
| Participation rate | 86.2% | 57.0%+29.2pp | 69.6%+16.6pp | 67.6%+18.6pp |
| Annual return | 13.92% | 20.81%-6.9pp | 9417.33%-9403.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,555 | $1,584+61.3% | $4,153-38.5% | $2,755-7.2% |
| Participant deferral / active EE | $4,229 | $2,669+58.5% | $4,168+1.5% | $4,296-1.5% |
| Admin fee / account holder | $245 | $4,305-94.3% | $7,715-96.8% | $6,918-96.5% |