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 |
|---|---|---|
HARBOR1 year Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 2330 WEST JOPPA RD STE 160 · LUTHERVILLE, MD 21093 | Advisory (Plan) | $25,949 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,657 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,680 | $46,674+2.2% | $117,472-59.4% | $68,494-30.4% |
| Participation rate | 74.1% | 56.8%+17.3pp | 70.6%+3.5pp | 67.9%+6.2pp |
| Annual return | -17.45% | -14.52%-2.9pp | 29.74%-47.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,153 | $1,505+43.1% | $4,176-48.4% | $2,596-17.1% |
| Participant deferral / active EE | $3,867 | $2,636+46.7% | $4,070-5.0% | $4,027-4.0% |
| Admin fee / account holder | $282 | $4,020-93.0% | $5,645-95.0% | $5,403-94.8% |