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 communication; Claims pro... | $56,698 |
LION STREET ADVISORS LLC8 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $19,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,430 | $55,415+45.1% | $155,509-48.3% | $74,495+8.0% |
| Participation rate | 84.6% | 61.9%+22.7pp | 78.2%+6.4pp | 67.2%+17.4pp |
| Annual return | 13.27% | 268.50%-255.2pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,760 | $2,836+173.6% | $5,626+37.9% | $4,346+78.6% |
| Admin fee / account holder | $268 | $1,738-84.6% | $15,912-98.3% | $1,942-86.2% |