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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $208,177 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $29,238 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,616 | $50,815-45.7% | $155,509-82.2% | $77,643-64.4% |
| Participation rate | 85.0% | 63.1%+21.9pp | 78.2%+6.8pp | 70.6%+14.4pp |
| Annual return | 11.13% | 34.80%-23.7pp | 64.67%-53.5pp | 31.24%-20.1pp |
| Employer contribution / active EE | $4 | $1,993-99.8% | $4,672-99.9% | $2,726-99.9% |
| Participant deferral / active EE | $2,028 | $2,822-28.1% | $5,626-63.9% | $4,647-56.4% |
| Admin fee / account holder | $193 | $437-55.8% | $15,912-98.8% | $430-55.1% |