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 | $50,092 |
Filed as: AMPF HOLDING CORPORATION Service code 26 · EIN 38-2722519 | Advisory (Participants) | $29,583 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $18,799 |
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 | $155,839 | $47,722+226.6% | $82,719+88.4% | $64,808+140.5% |
| Participation rate | 80.3% | 67.6%+12.7pp | 72.6%+7.8pp | 71.5%+8.8pp |
| Annual return | -16.80% | -13.05%-3.8pp | 701.18%-718.0pp | 32.82%-49.6pp |
| Employer contribution / active EE | $8,481 | $2,179+289.2% | $3,009+181.9% | $2,506+238.4% |
| Participant deferral / active EE | $8,842 | $3,329+165.6% | $4,395+101.2% | $4,310+105.1% |
| Admin fee / account holder | $395 | $143+176.7% | $5,329-92.6% | $188+110.6% |