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 |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,211 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 15 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Recordkeeping | $5,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,364 | $26,114-64.1% | $58,482-84.0% | $74,419-87.4% |
| Participation rate | 20.6% | 32.1%-11.5pp | 50.9%-30.3pp | 70.7%-50.1pp |
| Annual return | 16.50% | 32.51%-16.0pp | 4239.32%-4222.8pp | 34.38%-17.9pp |
| Employer contribution / active EE | $56 | $536-89.6% | $1,053-94.7% | $2,637-97.9% |
| Participant deferral / active EE | $281 | $1,075-73.8% | $1,924-85.4% | $4,528-93.8% |
| Admin fee / account holder | $114 | $649-82.4% | $2,516-95.5% | $348-67.2% |