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: LF WEALTH ADVISORS LLC Service code 27 · EIN 82-1443118 | Advisory (Plan) | $10,906 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,016 | $51,620-22.5% | $90,281-55.7% | $65,185-38.6% |
| Participation rate | 64.7% | 68.6%-4.0pp | 73.3%-8.6pp | 70.2%-5.5pp |
| Annual return | 18.73% | 24.94%-6.2pp | 78.10%-59.4pp | 29.38%-10.6pp |
| Employer contribution / active EE | $779 | $2,235-65.1% | $2,854-72.7% | $2,177-64.2% |
| Participant deferral / active EE | $2,003 | $2,871-30.2% | $3,885-48.4% | $3,514-43.0% |
| Admin fee / account holder | $198 | $384-48.6% | $5,351-96.3% | $847-76.7% |