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 | $47,574 |
LPL FINANCIAL3 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 | $68,207 | $55,790+22.3% | $76,817-11.2% | $67,579+0.9% |
| Participation rate | 97.0% | 71.1%+26.0pp | 72.1%+25.0pp | 71.3%+25.8pp |
| Annual return | 19.21% | 64.45%-45.2pp | 1166.11%-1146.9pp | 378.56%-359.3pp |
| Employer contribution / active EE | $1,995 | $1,810+10.2% | $2,302-13.3% | $2,148-7.1% |
| Participant deferral / active EE | $4,724 | $2,875+64.3% | $3,336+41.6% | $3,539+33.5% |
| Admin fee / account holder | $188 | $159+18.3% | $6,420-97.1% | $142+32.3% |