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 | Float revenue; Investment management;... | $46,176 |
LION STREET ADVISORS LLC6 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,207 | $65,061+4.8% | $143,757-52.6% | $66,914+1.9% |
| Participation rate | 69.1% | 65.2%+3.9pp | 80.3%-11.2pp | 69.8%-0.7pp |
| Annual return | -15.93% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,075 | $2,919+142.4% | $5,637+25.5% | $4,237+67.0% |
| Admin fee / account holder | $265 | $502-47.3% | $14,673-98.2% | $593-55.4% |