Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,490 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,284 | $84,784+52.5% | $98,462+31.3% | $74,473+73.6% |
| Participation rate | 97.0% | 81.5%+15.5pp | 75.2%+21.8pp | 70.7%+26.3pp |
| Annual return | 18.69% | 20.59%-1.9pp | 21.17%-2.5pp | 34.36%-15.7pp |
| Employer contribution / active EE | $5,583 | $3,364+66.0% | $3,049+83.1% | $2,638+111.6% |
| Participant deferral / active EE | $9,141 | $5,218+75.2% | $4,738+92.9% | $4,530+101.8% |
| Admin fee / account holder | $99 | $204-51.5% | $8,875-98.9% | $347-71.4% |