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 |
|---|---|---|
HARBOR6 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 | $1,992 |
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 | $77,093 | $101,317-23.9% | $146,958-47.5% | $74,495+3.5% |
| Participation rate | 88.6% | 75.5%+13.0pp | 82.2%+6.4pp | 67.2%+21.4pp |
| Annual return | 14.63% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $5,313 | $3,810+39.4% | $4,933+7.7% | $2,623+102.6% |
| Participant deferral / active EE | $8,779 | $7,303+20.2% | $8,070+8.8% | $4,346+102.0% |
| Admin fee / account holder | $113 | $1,739-93.5% | $12,998-99.1% | $1,942-94.2% |