See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 92-2678185 | Advisory (Plan) | $50,115 |
LPL FINANCIAL9 years Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $3,074 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,787 | $104,919+70.4% | $116,228+53.8% | $85,563+109.0% |
| Participation rate | 98.9% | 78.6%+20.3pp | 74.6%+24.3pp | 66.0%+32.9pp |
| Annual return | 16.71% | 15.38%+1.3pp | 90.06%-73.3pp | 31.51%-14.8pp |
| Employer contribution / active EE | $6,478 | $3,485+85.8% | $2,994+116.3% | $2,654+144.1% |
| Participant deferral / active EE | $10,653 | $5,306+100.8% | $4,953+115.1% | $4,375+143.5% |
| Admin fee / account holder | $117 | $429-72.7% | $11,989-99.0% | $834-86.0% |