See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
LEVERAGE RETIREMENT, INC.3 years Service code 64 · EIN 75-1983809 PO BOX 889 · ALLEN, TX 75013 | Recordkeeping Fees | $120,000 |
Filed as: HUSELTON MORGAN & MAULTSBY Service code 10 · EIN 75-2409112 12221 MERIT DRIVE, SUITE 1800 · DALLAS, TX 75251 | Accounting | $18,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $57,033 | $209,411-72.8% | $178,490-68.0% | $158,922-64.1% |
| Participation rate | 0.0% | 86.3%-86.3pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 1.37% | 188.75%-187.4pp | 151.07%-149.7pp | 302.83%-301.5pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $963 | $17,074-94.4% | $13,984-93.1% | $11,246-91.4% |