See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISOR, LLC Service code 10 TWO GATEWAY CENTER · PITTSBURG, PA 15222 | Accounting | $7,268 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,168 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,871 | $80,724-77.9% | $103,333-82.7% | $74,495-76.0% |
| Participation rate | 94.2% | 65.7%+28.5pp | 74.5%+19.7pp | 67.2%+27.0pp |
| Annual return | 12.65% | 27.56%-14.9pp | 24.88%-12.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $853 | $3,157-73.0% | $3,868-78.0% | $2,623-67.5% |
| Participant deferral / active EE | $2,058 | $3,860-46.7% | $5,057-59.3% | $4,346-52.7% |
| Admin fee / account holder | $58 | $2,368-97.5% | $8,355-99.3% | $1,942-97.0% |