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 26 · EIN 26-4311657 | Advisory (Participants) | $88,427 |
Service code 37 · EIN 04-2647786 | Loan Processing | $65,244 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,289 | $155,795-50.4% | $136,294-43.3% | $69,631+11.0% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 70.7%+26.9pp |
| Annual return | 15.59% | 232464.33%-232448.7pp | 5155.94%-5140.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,753 | $2,991-8.0% | $4,695-41.4% | $2,032+35.5% |
| Participant deferral / active EE | $5,472 | $5,394+1.4% | $6,247-12.4% | $3,224+69.7% |
| Admin fee / account holder | $210 | $128+63.5% | $9,243-97.7% | $110+89.8% |