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 8-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 13-3689044 | Recordkeeping | $223,418 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $131,093 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $15,469 |
THE HASLAUER GROUP, INC.7 years Service code 15 · EIN 72-1487108 | Recordkeeping | $12,650 |
Filed as: KESTRA INVESTMENT SERVICES Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,779 | $92,090-18.8% | $106,201-29.6% | $77,671-3.7% |
| Participation rate | 71.8% | 81.0%-9.3pp | 75.3%-3.5pp | 70.6%+1.2pp |
| Annual return | 84.38% | 17.89%+66.5pp | 116.26%-31.9pp | 31.21%+53.2pp |
| Employer contribution / active EE | $2,932 | $3,368-13.0% | $3,170-7.5% | $2,726+7.5% |
| Participant deferral / active EE | $9,600 | $5,386+78.2% | $5,012+91.5% | $4,648+106.6% |
| Admin fee / account holder | $540 | $219+146.5% | $11,039-95.1% | $430+25.4% |