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 |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 26 · EIN 31-4156830 | Advisory (Participants) | $40,528 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $5,413 |
PLANNED FINANCIAL PROGRAMS2 years Filed as: PLANNED FINANCIAL PROGRAMS CO Service code 10 · EIN 22-1914735 | Accounting | $770 |
Filed as: MML INSURANCE AGENCY, LLC Service code 22 · EIN 04-1590850 | Insurance Broker | $0 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,833 | $98,750+44.6% | $149,696-4.6% | $79,858+78.9% |
| Participation rate | 80.2% | 75.8%+4.4pp | 82.5%-2.3pp | 69.6%+10.6pp |
| Annual return | 14.13% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,019 | $3,216-68.3% | $4,644-78.1% | $2,471-58.8% |
| Participant deferral / active EE | $8,663 | $5,680+52.5% | $6,842+26.6% | $3,740+131.6% |
| Admin fee / account holder | $413 | $6,053-93.2% | $9,309-95.6% | $5,306-92.2% |