See peer percentile detail. $4.99 for your first month.
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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.6+ years Filed as: HARBOUR FINANCIAL RESOURCES, LTD. Service code 27 · EIN 36-3957484 | Advisory (Plan) | $18,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $4,722 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $2,480 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,189 | $86,655-52.5% | $119,609-65.6% | $66,914-38.4% |
| Participation rate | 81.6% | 75.6%+6.1pp | 79.3%+2.4pp | 69.8%+11.8pp |
| Annual return | -17.79% | -8.00%-9.8pp | -14.97%-2.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,310 | $2,536-8.9% | $4,232-45.4% | $2,544-9.2% |
| Participant deferral / active EE | $2,982 | $4,358-31.6% | $5,602-46.8% | $4,237-29.6% |
| Admin fee / account holder | $112 | $755-85.2% | $10,323-98.9% | $593-81.1% |