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 37 · EIN 04-2647786 | Loan Processing | $79,461 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $66,312 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $24,603 |
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 | $83,529 | $88,122-5.2% | $141,162-40.8% | $67,579+23.6% |
| Participation rate | 96.3% | 76.5%+19.8pp | 82.5%+13.8pp | 71.3%+25.0pp |
| Annual return | 23.17% | 75.40%-52.2pp | 71.39%-48.2pp | 378.56%-355.4pp |
| Employer contribution / active EE | $3,044 | $3,224-5.6% | $4,735-35.7% | $2,148+41.7% |
| Participant deferral / active EE | $6,135 | $5,958+3.0% | $6,709-8.6% | $3,539+73.3% |
| Admin fee / account holder | $202 | $131+54.2% | $10,261-98.0% | $142+41.9% |