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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $70,570 |
Service code 15 · EIN 87-2722941 | Recordkeeping | $26,040 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 15 · EIN 26-4311657 | Recordkeeping | $5,992 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,779 | $122,239-50.3% | $184,200-67.0% | $74,546-18.5% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+32.0pp |
| Annual return | 19.49% | 19.95%-0.5pp | 28.80%-9.3pp | 1366.03%-1346.5pp |
| Employer contribution / active EE | $2,416 | $4,537-46.8% | $6,424-62.4% | $2,624-8.0% |
| Participant deferral / active EE | $6,550 | $7,139-8.2% | $9,132-28.3% | $4,347+50.7% |
| Admin fee / account holder | $249 | $1,260-80.2% | $13,907-98.2% | $1,944-87.2% |