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 26 · EIN 04-2675571 | Advisory (Participants) | $2,017 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,579 |
Filed as: LEAFHOUSE FINANCIAL 3(38) Service code 26 · EIN 26-4311657 | Advisory (Participants) | $231 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $55 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,533 | $29,546-10.2% | $56,441-53.0% | $77,671-65.8% |
| Participation rate | 16.9% | 32.7%-15.8pp | 52.5%-35.6pp | 70.6%-53.7pp |
| Annual return | 11.96% | 19.01%-7.0pp | 1704.21%-1692.3pp | 31.21%-19.2pp |
| Employer contribution / active EE | $527 | $568-7.3% | $1,039-49.3% | $2,726-80.7% |
| Participant deferral / active EE | $2,279 | $1,061+114.8% | $1,953+16.7% | $4,648-51.0% |
| Admin fee / account holder | $19 | $1,046-98.2% | $2,829-99.3% | $430-95.5% |