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 |
|---|---|---|
HARFST AND ASSOCIATES2 years Service code 26 · EIN 90-0534269 1970 ASHLAND STREET · ASHLAND, OR 97520 | Advisory (Participants) | $21,991 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,262 | $64,119+15.8% | $112,228-33.8% | $66,914+11.0% |
| Participation rate | 93.4% | 68.5%+24.9pp | 75.1%+18.3pp | 69.8%+23.6pp |
| Annual return | -15.11% | -13.81%-1.3pp | 27.45%-42.6pp | 1.58%-16.7pp |
| Employer contribution / active EE | $9,604 | $3,005+219.6% | $3,635+164.2% | $2,544+277.5% |
| Participant deferral / active EE | $4,755 | $3,693+28.7% | $4,728+0.6% | $4,237+12.2% |
| Admin fee / account holder | $360 | $625-42.4% | $6,410-94.4% | $593-39.2% |