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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,794 |
LPL FINANCIAL2 years Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $30,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,982 | $48,261+22.2% | $68,793-14.3% | $55,725+5.8% |
| Participation rate | 95.1% | 71.0%+24.1pp | 72.2%+22.9pp | 70.9%+24.3pp |
| Annual return | -4.01% | -2.61%-1.4pp | -4.63%+0.6pp | 244.93%-248.9pp |
| Employer contribution / active EE | $1,757 | $1,742+0.8% | $2,625-33.1% | $2,078-15.5% |
| Participant deferral / active EE | $4,414 | $2,712+62.8% | $3,311+33.3% | $3,356+31.5% |
| Admin fee / account holder | $196 | $126+55.6% | $5,131-96.2% | $115+70.5% |