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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,966 |
CRR, LLP3 years Service code 10 · EIN 04-3257840 | Accounting | $32,520 |
LPL FINANCIAL1 year Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0842559 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,127 | $45,031-4.2% | $84,966-49.2% | $77,643-44.5% |
| Participation rate | 27.5% | 48.7%-21.2pp | 67.5%-40.0pp | 70.6%-43.1pp |
| Annual return | 11.28% | 79.22%-67.9pp | 66.38%-55.1pp | 31.24%-20.0pp |
| Employer contribution / active EE | $182 | $1,609-88.7% | $2,727-93.3% | $2,726-93.3% |
| Participant deferral / active EE | $1,644 | $2,807-41.4% | $4,519-63.6% | $4,647-64.6% |
| Admin fee / account holder | $303 | $912-66.7% | $6,149-95.1% | $430-29.5% |