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 |
|---|---|---|
HARBOR4 years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 21 · EIN 90-0497525 100 LIGHT STREET, SUITE 1300 · WEEHAWKEN, NJ 07086 | Bank Trustee | $22,992 |
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 | $59,532 | $53,777+10.7% | $134,143-55.6% | $79,858-25.5% |
| Participation rate | 90.8% | 58.8%+32.0pp | 72.2%+18.6pp | 69.6%+21.2pp |
| Annual return | 13.37% | 19.01%-5.6pp | 36.33%-23.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $685 | $1,321-48.2% | $3,704-81.5% | $2,471-72.3% |
| Participant deferral / active EE | $4,299 | $2,420+77.7% | $3,499+22.9% | $3,740+15.0% |
| Admin fee / account holder | $266 | $3,984-93.3% | $6,684-96.0% | $5,306-95.0% |