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) | $14,227 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,196 | $66,124-42.2% | $90,404-57.7% | $73,488-48.0% |
| Participation rate | 69.2% | 69.7%-0.4pp | 72.7%-3.5pp | 70.7%-1.4pp |
| Annual return | 12.38% | 17.65%-5.3pp | 1293.02%-1280.6pp | 28.51%-16.1pp |
| Employer contribution / active EE | $666 | $2,346-71.6% | $3,262-79.6% | $2,270-70.6% |
| Participant deferral / active EE | $1,898 | $3,039-37.5% | $3,963-52.1% | $3,740-49.2% |
| Admin fee / account holder | $215 | $396-45.8% | $5,611-96.2% | $513-58.1% |