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 |
|---|---|---|
Filed as: AMPF HOLDING CORPORATION Service code 26 · EIN 38-2722519 | Advisory (Participants) | $60,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,314 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $19,435 |
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 | $180,672 | $52,208+246.1% | $86,612+108.6% | $74,419+142.8% |
| Participation rate | 77.5% | 66.3%+11.2pp | 71.7%+5.8pp | 70.7%+6.8pp |
| Annual return | 19.34% | 44.46%-25.1pp | 591.07%-571.7pp | 34.38%-15.0pp |
| Employer contribution / active EE | $8,090 | $2,282+254.5% | $3,022+167.7% | $2,637+206.7% |
| Participant deferral / active EE | $8,672 | $3,383+156.3% | $4,438+95.4% | $4,528+91.5% |
| Admin fee / account holder | $466 | $319+46.1% | $5,614-91.7% | $348+33.9% |