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 | $625 |
LPL FINANCIAL7+ years Filed as: LION STREET FINANCIAL LLC Service code 61 · EIN 80-0946231 | Finders' fees / placement fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,771 | $82,664+7.4% | $125,339-29.2% | $68,494+29.6% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.3pp | 67.9%+26.7pp |
| Annual return | -9.12% | -5.97%-3.2pp | 572.05%-581.2pp | -7.84%-1.3pp |
| Employer contribution / active EE | $1,541 | $3,381-54.4% | $4,814-68.0% | $2,596-40.6% |
| Participant deferral / active EE | $7,166 | $6,110+17.3% | $7,446-3.8% | $4,027+77.9% |
| Admin fee / account holder | $6 | $6,275-99.9% | $10,010-99.9% | $5,403-99.9% |