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 | $956 |
LPL FINANCIAL2+ 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 | $75,236 | $85,766-12.3% | $136,294-44.8% | $70,131+7.3% |
| Participation rate | 92.6% | 74.2%+18.5pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 18.85% | 31.45%-12.6pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,292 | $2,966-56.4% | $4,695-72.5% | $2,342-44.9% |
| Participant deferral / active EE | $5,822 | $5,051+15.2% | $6,247-6.8% | $3,332+74.7% |
| Admin fee / account holder | $12 | $5,420-99.8% | $9,243-99.9% | $4,645-99.7% |