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 | $52,980 |
LPL FINANCIAL1 year 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 | $65,259 | $61,473+6.2% | $81,930-20.3% | $73,409-11.1% |
| Participation rate | 95.6% | 72.4%+23.2pp | 72.0%+23.6pp | 72.2%+23.5pp |
| Annual return | 12.37% | 28.26%-15.9pp | 29.49%-17.1pp | 59.29%-46.9pp |
| Employer contribution / active EE | $2,167 | $1,898+14.2% | $4,310-49.7% | $2,234-3.0% |
| Participant deferral / active EE | $5,161 | $3,080+67.6% | $7,107-27.4% | $3,805+35.6% |
| Admin fee / account holder | $177 | $125+41.0% | $5,158-96.6% | $158+12.1% |