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 3-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 LLC3+ years Filed as: ASCENSUS Service code 19 · EIN 11-3665754 | Securities Custodian | $65,529 |
WATERLOO CAPITAL3+ years Service code 53 · EIN 20-1788544 | Insurance Commissions | $44,546 |
INWEST RETIREMENT SOLUTIONS3+ years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $15,700 |
GOLDMAN SACHS2 years Service code 53 200 WEST STREET · NEW YORK, NY 10282 | Insurance Commissions | $12,176 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 53 · EIN 20-1788544 | Insurance Commissions | $6,564 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,549 | $130,224-86.5% | $197,124-91.1% | $79,634-78.0% |
| Participation rate | 94.4% | 87.8%+6.6pp | 86.7%+7.6pp | 62.5%+31.9pp |
| Annual return | 16.51% | 23.65%-7.1pp | 44.34%-27.8pp | 36.46%-20.0pp |
| Employer contribution / active EE | $2,266 | $4,314-47.5% | $6,227-63.6% | $2,529-10.4% |
| Participant deferral / active EE | $3,059 | $7,378-58.5% | $9,135-66.5% | $3,835-20.2% |
| Admin fee / account holder | $170 | $254-33.0% | $16,298-99.0% | $1,002-83.0% |