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: LEAFHOUSE FINANCIAL ADVISORS Service code 99 · EIN 26-4311657 | Other Fees | $3,429 |
ASCENSUS LLC3 years Filed as: ACCESS RETIREMENT SERVICES LLC Service code 49 · EIN 71-0294708 190D SAUNDERSVILLE RD STE 4004 · HENDERSONVILLE, TN 37075 | Other Services | $677 |
CETERA ADVISOR NETWORKS LLC3 years Service code 55 · EIN 06-1375177 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,501 | $49,915-10.8% | $154,803-71.3% | $74,304-40.1% |
| Participation rate | 75.1% | 54.0%+21.2pp | 78.1%-3.0pp | 60.3%+14.8pp |
| Annual return | 12.75% | 34.06%-21.3pp | 58.88%-46.1pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,379 | $1,611-14.4% | $4,305-68.0% | $2,241-38.5% |
| Participant deferral / active EE | $1,546 | $2,255-31.4% | $5,540-72.1% | $3,767-59.0% |
| Admin fee / account holder | $316 | $2,189-85.5% | $14,329-97.8% | $2,969-89.3% |