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 | $66,162 |
LPL FINANCIAL2 years Filed as: LION STREET FINANCIAL, LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $22,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,642 | $66,528+3.2% | $86,874-21.0% | $86,799-20.9% |
| Participation rate | 95.7% | 72.4%+23.3pp | 71.6%+24.0pp | 72.3%+23.4pp |
| Annual return | 9.93% | 19.56%-9.6pp | 63.52%-53.6pp | 97.91%-88.0pp |
| Employer contribution / active EE | $2,712 | $2,007+35.1% | $2,495+8.7% | $2,405+12.7% |
| Participant deferral / active EE | $6,206 | $3,240+91.6% | $3,699+67.8% | $4,131+50.2% |
| Admin fee / account holder | $189 | $148+27.4% | $5,828-96.8% | $170+11.3% |