See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,541 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,349 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $5,178 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $5,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,468 | $100,923-48.0% | $150,045-65.0% | $74,304-29.4% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.3%+6.6pp | 60.3%+28.5pp |
| Annual return | 27.75% | 51.77%-24.0pp | 62.55%-34.8pp | 29.43%-1.7pp |
| Employer contribution / active EE | $4,753 | $3,463+37.2% | $4,693+1.3% | $2,241+112.1% |
| Participant deferral / active EE | $10,210 | $6,709+52.2% | $7,997+27.7% | $3,767+171.0% |
| Admin fee / account holder | $281 | $2,767-89.8% | $13,435-97.9% | $2,969-90.5% |