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 | $713 |
LPL FINANCIAL9+ years Filed as: LION STREET FINANCIAL LLC Service code 61 · EIN 80-0842559 | 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 | $96,082 | $101,317-5.2% | $146,958-34.6% | $74,495+29.0% |
| Participation rate | 92.6% | 75.5%+17.1pp | 82.2%+10.4pp | 67.2%+25.4pp |
| Annual return | 28.96% | 8730.91%-8701.9pp | 418.34%-389.4pp | 1364.94%-1336.0pp |
| Employer contribution / active EE | $1,751 | $3,810-54.1% | $4,933-64.5% | $2,623-33.3% |
| Participant deferral / active EE | $8,192 | $7,303+12.2% | $8,070+1.5% | $4,346+88.5% |
| Admin fee / account holder | $5 | $1,739-99.7% | $12,998-100.0% | $1,942-99.7% |