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 |
|---|---|---|
HARBOR1 year Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 16 · EIN 90-0497525 | Consulting | $24,000 |
Filed as: CDM RETIREMENT Service code 15 · EIN 52-2136664 | Recordkeeping | $17,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,749 | $88,122-47.0% | $141,162-66.9% | $67,579-30.8% |
| Participation rate | 80.5% | 76.5%+4.1pp | 82.5%-1.9pp | 71.3%+9.3pp |
| Annual return | 25.69% | 75.40%-49.7pp | 71.39%-45.7pp | 378.56%-352.9pp |
| Employer contribution / active EE | $2,336 | $3,224-27.6% | $4,735-50.7% | $2,148+8.7% |
| Participant deferral / active EE | $4,346 | $5,958-27.0% | $6,709-35.2% | $3,539+22.8% |
| Admin fee / account holder | $101 | $131-23.1% | $10,261-99.0% | $142-29.3% |