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 5-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 |
|---|---|---|
LION STREET ADVISORS LLC1 year Service code 27 · EIN 80-0946231 | Advisory (Plan) | $33,729 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,680 |
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 | $89,827 | $91,407-1.7% | $135,903-33.9% | $71,457+25.7% |
| Participation rate | 91.8% | 75.7%+16.2pp | 81.9%+9.9pp | 67.9%+23.9pp |
| Annual return | 20.69% | 29.90%-9.2pp | 68.23%-47.5pp | 28.85%-8.2pp |
| Employer contribution / active EE | $4,437 | $3,703+19.8% | $4,856-8.6% | $2,588+71.5% |
| Participant deferral / active EE | $12,990 | $7,092+83.2% | $7,758+67.4% | $4,289+202.9% |
| Admin fee / account holder | $270 | $1,266-78.7% | $10,762-97.5% | $1,587-83.0% |