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 |
|---|---|---|
Service code 15 · EIN 87-2722941 | Recordkeeping | $35,503 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 15 · EIN 26-4311657 | Recordkeeping | $8,996 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,977 | $132,049-49.3% | $200,582-66.6% | $74,304-9.9% |
| Participation rate | 97.0% | 84.1%+13.0pp | 86.9%+10.2pp | 60.3%+36.7pp |
| Annual return | 15.54% | 22.22%-6.7pp | 42.33%-26.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,693 | $4,558-40.9% | $6,419-58.1% | $2,241+20.1% |
| Participant deferral / active EE | $7,098 | $7,213-1.6% | $9,331-23.9% | $3,767+88.4% |
| Admin fee / account holder | $287 | $2,405-88.1% | $16,305-98.2% | $2,969-90.3% |