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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,720 |
Filed as: AMERIPRISE FINANCIAL Service code 26 · EIN 41-0973005 | Advisory (Participants) | $39,390 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $23,381 |
Filed as: AMPF HOLDING CORPORATION Service code 26 · EIN 38-2722519 | Advisory (Participants) | $8,376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,371 | $66,124+166.7% | $90,404+95.1% | $73,488+140.0% |
| Participation rate | 90.3% | 69.7%+20.6pp | 72.7%+17.6pp | 70.7%+19.6pp |
| Annual return | 17.74% | 17.65%+0.1pp | 1293.02%-1275.3pp | 28.51%-10.8pp |
| Employer contribution / active EE | $9,581 | $2,346+308.3% | $3,262+193.7% | $2,270+322.0% |
| Participant deferral / active EE | $9,603 | $3,039+216.0% | $3,963+142.3% | $3,740+156.8% |
| Admin fee / account holder | $552 | $396+39.4% | $5,611-90.2% | $513+7.6% |