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 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $79,229 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,919 |
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 | $65,012 | $88,324-26.4% | $115,037-43.5% | $55,191+17.8% |
| Participation rate | 96.9% | 72.5%+24.4pp | 81.4%+15.5pp | 69.2%+27.7pp |
| Annual return | 0.36% | 6.30%-5.9pp | 26.14%-25.8pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,491 | $2,805-11.2% | $4,608-45.9% | $1,899+31.2% |
| Participant deferral / active EE | $5,275 | $5,042+4.6% | $6,026-12.5% | $3,046+73.2% |
| Admin fee / account holder | $130 | $105+23.7% | $8,175-98.4% | $91+43.6% |