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 FUNDS4+ years Filed as: WEALTHHARBOR CAPITAL GROUP Service code 51 · EIN 72-1442258 365 CANAL STREET, SUITE 3050 · NEW ORLEANS, LA 70130 | Investment Mgmt Fees | $48,053 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,721 | $42,396+10.2% | $67,313-30.6% | $56,287-17.0% |
| Participation rate | 52.9% | 61.0%-8.0pp | 69.1%-16.1pp | 69.9%-16.9pp |
| Annual return | -5.45% | -36.63%+31.2pp | -4.08%-1.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $984 | $1,414-30.4% | $2,566-61.7% | $2,111-53.4% |
| Participant deferral / active EE | $1,957 | $2,360-17.0% | $3,568-45.1% | $3,350-41.6% |
| Admin fee / account holder | $470 | $510-7.8% | $4,507-89.6% | $521-9.8% |