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 |
|---|---|---|
Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $13,174 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,082 |
CBIZ RETIREMENT PLAN SERVICES5+ years Service code 13 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Contract Administrator | $4,539 |
Filed as: LEAFHOUSE FINANCIAL ADVOSORS, LLC Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $1,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,310 | $55,790-34.9% | $76,817-52.7% | $67,579-46.3% |
| Participation rate | 24.3% | 71.1%-46.8pp | 72.1%-47.8pp | 71.3%-47.0pp |
| Annual return | 19.97% | 64.45%-44.5pp | 1166.11%-1146.1pp | 378.56%-358.6pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,302-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $695 | $2,875-75.8% | $3,336-79.2% | $3,539-80.4% |
| Admin fee / account holder | $53 | $159-66.7% | $6,420-99.2% | $142-62.8% |