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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $67,001 |
Filed as: AMPF HOLDING CORPORATION Service code 26 · EIN 38-2722519 | Advisory (Participants) | $56,681 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $24,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,888 | $65,908+88.0% | $81,812+51.4% | $77,643+59.6% |
| Participation rate | 69.2% | 65.8%+3.4pp | 72.3%-3.1pp | 70.6%-1.4pp |
| Annual return | 21.58% | 26.64%-5.1pp | 773.79%-752.2pp | 31.24%-9.7pp |
| Employer contribution / active EE | $4,968 | $2,370+109.6% | $2,912+70.6% | $2,726+82.3% |
| Participant deferral / active EE | $5,193 | $3,505+48.1% | $4,319+20.2% | $4,647+11.7% |
| Admin fee / account holder | $277 | $526-47.5% | $7,386-96.3% | $430-35.7% |