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 | $688 |
LPL FINANCIAL8+ years Filed as: LION STREET FINANCIAL LLC Service code 61 · EIN 80-0842559 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,022 | $91,407-4.8% | $135,903-36.0% | $71,457+21.8% |
| Participation rate | 87.6% | 75.7%+12.0pp | 81.9%+5.7pp | 67.9%+19.7pp |
| Annual return | 8.12% | 29.90%-21.8pp | 68.23%-60.1pp | 28.85%-20.7pp |
| Employer contribution / active EE | $1,534 | $3,703-58.6% | $4,856-68.4% | $2,588-40.7% |
| Participant deferral / active EE | $7,070 | $7,092-0.3% | $7,758-8.9% | $4,289+64.8% |
| Admin fee / account holder | $6 | $1,266-99.5% | $10,762-99.9% | $1,587-99.6% |