See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HARFST AND ASSOCIATES3 years Service code 26 · EIN 90-0534269 1970 ASHLAND STREET · ASHLAND, OR 97520 | Advisory (Participants) | $23,684 |
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 | $96,566 | $76,670+26.0% | $96,683-0.1% | $71,457+35.1% |
| Participation rate | 91.8% | 66.6%+25.2pp | 74.3%+17.5pp | 67.9%+23.9pp |
| Annual return | 14.63% | 48.29%-33.7pp | 35.69%-21.1pp | 28.85%-14.2pp |
| Employer contribution / active EE | $6,854 | $3,031+126.1% | $3,737+83.4% | $2,588+164.9% |
| Participant deferral / active EE | $5,297 | $3,771+40.4% | $4,878+8.6% | $4,289+23.5% |
| Admin fee / account holder | $400 | $2,028-80.3% | $6,730-94.1% | $1,587-74.8% |