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 |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: WEALTHHARBOR CAPITAL GROUP Service code 51 · EIN 72-1442258 365 CANAL STREET, SUITE 3050 · NEW ORLEANS, LA 70130 | Investment Mgmt Fees | $34,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,655 | $44,425+20.8% | $67,834-20.9% | $55,167-2.7% |
| Participation rate | 47.9% | 59.7%-11.8pp | 68.8%-20.9pp | 69.0%-21.1pp |
| Annual return | 5.21% | 17.80%-12.6pp | 138.47%-133.3pp | 169.23%-164.0pp |
| Employer contribution / active EE | $985 | $1,351-27.1% | $2,403-59.0% | $1,963-49.8% |
| Participant deferral / active EE | $1,809 | $2,166-16.5% | $3,160-42.7% | $3,054-40.8% |
| Admin fee / account holder | $458 | $530-13.6% | $4,622-90.1% | $504-9.1% |