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 21 · EIN 90-0497525 100 LIGHT STREET, SUITE 1300 · WEEHAWKEN, NJ 07086 | Bank Trustee | $22,493 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,608 | $43,723-16.3% | $121,196-69.8% | $64,186-43.0% |
| Participation rate | 95.7% | 58.3%+37.4pp | 71.7%+24.0pp | 69.6%+26.1pp |
| Annual return | -8.62% | 68.91%-77.5pp | 16.93%-25.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,383 | $1,296+83.9% | $4,022-40.7% | $2,381+0.1% |
| Participant deferral / active EE | $3,752 | $2,280+64.6% | $3,344+12.2% | $3,470+8.1% |
| Admin fee / account holder | $221 | $3,501-93.7% | $5,019-95.6% | $4,888-95.5% |