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 |
|---|---|---|
HARBOR5 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 | $551 |
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 | $65,837 | $91,407-28.0% | $135,903-51.6% | $71,457-7.9% |
| Participation rate | 91.7% | 75.7%+16.1pp | 81.9%+9.8pp | 67.9%+23.8pp |
| Annual return | 17.62% | 29.90%-12.3pp | 68.23%-50.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $5,495 | $3,703+48.4% | $4,856+13.2% | $2,588+112.4% |
| Participant deferral / active EE | $8,991 | $7,092+26.8% | $7,758+15.9% | $4,289+109.6% |
| Admin fee / account holder | $101 | $1,266-92.0% | $10,762-99.1% | $1,587-93.7% |