See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC1 year Service code 27 · EIN 80-0946231 | Advisory (Plan) | $39,291 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $11,874 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $5,808 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,395 | $777,995-83.8% | $159,960-21.0% | - |
| Participation rate | 90.9% | 55.4%+35.5pp | 78.0%+13.0pp | - |
| Annual return | -18.81% | -14.85%-4.0pp | 408.60%-427.4pp | - |
| Employer contribution / active EE | $7,432 | $1,852+301.4% | $4,226+75.9% | - |
| Participant deferral / active EE | $10,007 | $3,690+171.2% | $6,182+61.9% | - |
| Admin fee / account holder | $445 | $22,807-98.0% | $8,698-94.9% | - |