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 LLC2 years Service code 27 · EIN 80-0946231 | Advisory (Plan) | $42,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,178 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
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 | $71,159 | $101,317-29.8% | $146,958-51.6% | $74,495-4.5% |
| Participation rate | 89.8% | 75.5%+14.3pp | 82.2%+7.7pp | 67.2%+22.6pp |
| Annual return | 17.30% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $3,043 | $3,810-20.1% | $4,933-38.3% | $2,623+16.0% |
| Participant deferral / active EE | $8,822 | $7,303+20.8% | $8,070+9.3% | $4,346+103.0% |
| Admin fee / account holder | $222 | $1,739-87.3% | $12,998-98.3% | $1,942-88.6% |