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 27 · EIN 90-0497525 | Advisory (Plan) | $32,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,896 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,917 | $174,896-68.6% | $125,339-56.2% | - |
| Participation rate | 82.7% | 70.4%+12.3pp | 82.4%+0.4pp | - |
| Annual return | -17.14% | -12.90%-4.2pp | 572.05%-589.2pp | - |
| Employer contribution / active EE | $3,295 | $3,570-7.7% | $4,814-31.5% | - |
| Participant deferral / active EE | $6,013 | $6,354-5.4% | $7,446-19.3% | - |
| Admin fee / account holder | $99 | $56,117-99.8% | $10,010-99.0% | - |