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) | $16,278 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,705 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,298 | $63,745-36.8% | $98,442-59.1% | $79,386-49.2% |
| Participation rate | 72.4% | 69.9%+2.5pp | 73.3%-0.9pp | 70.7%+1.7pp |
| Annual return | 10.91% | 625.80%-614.9pp | 1492.73%-1481.8pp | 116.85%-105.9pp |
| Employer contribution / active EE | $677 | $2,557-73.5% | $2,960-77.1% | $2,427-72.1% |
| Participant deferral / active EE | $2,494 | $3,303-24.5% | $4,276-41.7% | $4,046-38.3% |
| Admin fee / account holder | $240 | $516-53.5% | $5,949-96.0% | $626-61.8% |