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) | $15,283 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $11,623 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,284 | $51,197-29.1% | $82,719-56.1% | $66,914-45.8% |
| Participation rate | 76.6% | 67.8%+8.8pp | 72.6%+4.1pp | 69.8%+6.8pp |
| Annual return | -13.70% | -9.64%-4.1pp | 701.18%-714.9pp | 1.58%-15.3pp |
| Employer contribution / active EE | $923 | $2,611-64.7% | $3,009-69.3% | $2,544-63.7% |
| Participant deferral / active EE | $3,177 | $3,458-8.1% | $4,395-27.7% | $4,237-25.0% |
| Admin fee / account holder | $238 | $416-42.7% | $5,329-95.5% | $593-59.9% |