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 FUNDS5 years Filed as: WEALTHHARBOR CAPITAL GROUP Service code 27 · EIN 72-1442258 | Advisory (Plan) | $39,994 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $34,250 |
THE HASLAUER GROUP, INC.5 years Service code 15 · EIN 72-1487108 | Recordkeeping | $5,369 |
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,842 | $179,726-29.4% | $156,263-18.8% | $142,382-10.9% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.9%-20.6pp | 80.1%-21.8pp |
| Annual return | 14.64% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $30,964 | $5,069+510.8% | $4,333+614.6% | $4,299+620.2% |
| Participant deferral / active EE | $61,386 | $6,956+782.5% | $6,158+896.8% | $6,507+843.3% |
| Admin fee / account holder | $865 | $17,272-95.0% | $14,255-93.9% | $12,624-93.1% |