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 | Claims processing; Direct payment fro... | $48,649 |
LION STREET ADVISORS LLC7 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $65,852 | $61,272+7.5% | $149,673-56.0% | $71,457-7.8% |
| Participation rate | 87.8% | 62.5%+25.3pp | 78.8%+9.1pp | 67.9%+19.9pp |
| Annual return | 17.76% | 35.85%-18.1pp | 134.42%-116.7pp | 28.85%-11.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,525 | $2,917+158.0% | $5,680+32.5% | $4,289+75.5% |
| Admin fee / account holder | $227 | $1,261-82.0% | $13,210-98.3% | $1,587-85.7% |