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 |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $64,313 |
PARK AVENUE SECURITIES LLC4 years Service code 33 | Securities brokerage | $27,806 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Investment Management | $6,809 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 16 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 606730000 | Consulting | $6,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,107 | $65,061+1.6% | $143,757-54.0% | $66,914-1.2% |
| Participation rate | 70.2% | 65.2%+5.0pp | 80.3%-10.1pp | 69.8%+0.4pp |
| Annual return | -14.81% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,580 | $2,361+51.7% | $4,951-27.7% | $2,544+40.7% |
| Participant deferral / active EE | $11,154 | $2,919+282.1% | $5,637+97.9% | $4,237+163.2% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |