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 | $57,376 |
Filed as: AMPF HOLDING CORPORATION Service code 26 · EIN 38-2722519 | Advisory (Participants) | $53,706 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $13,792 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $195,330 | $63,745+206.4% | $98,442+98.4% | $79,386+146.0% |
| Participation rate | 93.9% | 69.9%+24.1pp | 73.3%+20.6pp | 70.7%+23.2pp |
| Annual return | 12.96% | 625.80%-612.8pp | 1492.73%-1479.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $12,320 | $2,557+381.8% | $2,960+316.3% | $2,427+407.5% |
| Participant deferral / active EE | $10,005 | $3,303+202.9% | $4,276+134.0% | $4,046+147.3% |
| Admin fee / account holder | $554 | $516+7.5% | $5,949-90.7% | $626-11.6% |