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 27 · EIN 90-0497525 | Advisory (Plan) | $32,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,407 |
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 | $51,294 | $100,801-49.1% | $149,696-65.7% | $73,409-30.1% |
| Participation rate | 79.3% | 77.7%+1.6pp | 82.5%-3.2pp | 72.2%+7.1pp |
| Annual return | 16.70% | 265.34%-248.6pp | 276.60%-259.9pp | 59.29%-42.6pp |
| Employer contribution / active EE | $2,597 | $3,312-21.6% | $4,644-44.1% | $2,234+16.3% |
| Participant deferral / active EE | $4,867 | $6,404-24.0% | $6,842-28.9% | $3,805+27.9% |
| Admin fee / account holder | $80 | $181-55.7% | $9,309-99.1% | $158-49.3% |