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.5+ years Filed as: HARBOUR FINANCIAL RESOURCES, LTD. Service code 27 · EIN 36-3957484 | Advisory (Plan) | $18,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $5,026 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $1,918 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,869 | $93,182-49.7% | $146,665-68.0% | $79,386-41.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 16.52% | 21.61%-5.1pp | 22.74%-6.2pp | 116.85%-100.3pp |
| Employer contribution / active EE | $2,424 | $2,420+0.2% | $4,136-41.4% | $2,427-0.1% |
| Participant deferral / active EE | $3,008 | $4,169-27.9% | $5,506-45.4% | $4,046-25.7% |
| Admin fee / account holder | $94 | $585-84.0% | $10,280-99.1% | $626-85.1% |