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 | $644 |
LPL FINANCIAL3+ years Filed as: LION STREET FINANCIAL LLC Service code 61 · EIN 80-0946231 | 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 | $71,114 | $77,813-8.6% | $123,544-42.4% | $64,186+10.8% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | 1.05% | 12.48%-11.4pp | 119.20%-118.1pp | 7.63%-6.6pp |
| Employer contribution / active EE | $1,342 | $3,014-55.5% | $4,628-71.0% | $2,381-43.6% |
| Participant deferral / active EE | $5,671 | $5,240+8.2% | $6,426-11.7% | $3,470+63.5% |
| Admin fee / account holder | $7 | $5,519-99.9% | $9,284-99.9% | $4,888-99.9% |