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 |
|---|---|---|
HARBOR3 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 | $13,218 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,002 | $104,317-40.6% | $159,436-61.1% | $86,799-28.6% |
| Participation rate | 87.2% | 77.7%+9.5pp | 82.8%+4.4pp | 72.3%+14.9pp |
| Annual return | 15.05% | 26.32%-11.3pp | 263.57%-248.5pp | 97.91%-82.9pp |
| Employer contribution / active EE | $3,370 | $3,451-2.3% | $4,829-30.2% | $2,405+40.1% |
| Participant deferral / active EE | $6,885 | $6,837+0.7% | $7,352-6.4% | $4,131+66.7% |
| Admin fee / account holder | $113 | $172-34.5% | $10,799-99.0% | $170-33.5% |