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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $731 |
LPL FINANCIAL1+ years Filed as: LION STREET FINANCIAL LLC Service code 61 515 CONGRESS AVE STE 2500 · AUSTIN, TX 78701 | Finders' fees / placement fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,043 | $76,552-26.8% | $123,892-54.8% | $62,891-10.9% |
| Participation rate | 94.4% | 73.0%+21.4pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 6.48% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,177 | $2,883-59.2% | $4,617-74.5% | $2,281-48.4% |
| Participant deferral / active EE | $4,820 | $4,840-0.4% | $5,984-19.5% | $3,203+50.5% |
| Admin fee / account holder | $8 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |