Filed December 19, 2025
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 FUNDS3+ years Filed as: WEALTHHARBOPR CAPITAL GROUP Service code 51 · EIN 72-1442258 365 CANAL STREET, SUITE 3050 · NEW ORLEANS, LA 70130 | Investment Mgmt Fees | $28,733 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,778 | $55,453-30.1% | $170,442-77.2% | $62,292-37.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.07% | 21.38%-6.3pp | 205.93%-190.9pp | 28.90%-13.8pp |
| Employer contribution / active EE | $3,372 | $2,164+55.8% | $5,433-37.9% | $2,042+65.1% |
| Participant deferral / active EE | $1,211 | $2,303-47.4% | $4,939-75.5% | $3,169-61.8% |
| Admin fee / account holder | $155 | $455-65.9% | $13,880-98.9% | $479-67.6% |