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 27 · EIN 72-1442258 | Advisory (Plan) | $34,814 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,184 |
THE HASLAUER GROUP, INC.4 years Service code 15 · EIN 72-1487108 | Recordkeeping | $3,214 |
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 | $88,547 | $88,087+0.5% | $164,866-46.3% | $74,546+18.8% |
| Participation rate | 59.6% | 73.1%-13.4pp | 78.6%-19.0pp | 67.2%-7.6pp |
| Annual return | 13.51% | 17.27%-3.8pp | 69.97%-56.5pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,400 | $2,595-7.5% | $4,343-44.7% | $2,624-8.6% |
| Participant deferral / active EE | $4,648 | $4,499+3.3% | $6,033-23.0% | $4,347+6.9% |
| Admin fee / account holder | $565 | $2,232-74.7% | $12,689-95.5% | $1,944-70.9% |