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 8-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 |
|---|---|---|
HARBOR FINANCIAL RESOURCES, INC.4+ years Filed as: HARBOUR FINANCIAL RESOURCES, LTD. Service code 27 · EIN 36-3957484 | Advisory (Plan) | $18,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $4,052 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $2,021 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $45,232 | $81,474-44.5% | $133,956-66.2% | $73,488-38.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 16.83% | 19.40%-2.6pp | 45.09%-28.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $741 | $2,209-66.5% | $3,919-81.1% | $2,270-67.4% |
| Participant deferral / active EE | $2,776 | $3,786-26.7% | $5,048-45.0% | $3,740-25.8% |
| Admin fee / account holder | $103 | $713-85.5% | $8,927-98.8% | $513-79.9% |