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 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $38,248 |
LION STREET ADVISORS LLC4 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,645 | $52,293+16.0% | $178,490-66.0% | $73,409-17.4% |
| Participation rate | 81.6% | 65.3%+16.3pp | 81.9%-0.3pp | 72.2%+9.5pp |
| Annual return | 14.05% | 34.75%-20.7pp | 151.07%-137.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,140 | $2,332+163.3% | $5,202+18.0% | $3,805+61.4% |
| Admin fee / account holder | $197 | $127+54.5% | $13,984-98.6% | $158+24.6% |