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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,128 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,848 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $4,790 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $2,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,867 | $82,664-54.2% | $125,339-69.8% | $68,494-44.7% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -16.93% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $5,751 | $3,381+70.1% | $4,814+19.5% | $2,596+121.5% |
| Participant deferral / active EE | $12,111 | $6,110+98.2% | $7,446+62.6% | $4,027+200.7% |
| Admin fee / account holder | $298 | $6,275-95.2% | $10,010-97.0% | $5,403-94.5% |