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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,025 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6504 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Advisory (Plan) | $9,899 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,311 | $106,028-40.3% | $146,958-56.9% | $77,643-18.5% |
| Participation rate | 76.6% | 78.4%-1.7pp | 82.2%-5.5pp | 70.6%+6.1pp |
| Annual return | 16.02% | 56.73%-40.7pp | 418.34%-402.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $2,743 | $4,063-32.5% | $4,933-44.4% | $2,726+0.6% |
| Participant deferral / active EE | $4,437 | $7,990-44.5% | $8,070-45.0% | $4,647-4.5% |
| Admin fee / account holder | $75 | $337-77.7% | $12,998-99.4% | $430-82.5% |