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 4-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 Filed as: LION STREET ADVISORY Service code 26 · EIN 80-0946231 | Advisory (Participants) | $21,783 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $10,210 |
Filed as: FIDELITY TRUST COMPANY Service code 19 · EIN 04-3511550 | Securities Custodian | $5,107 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,691 | $82,202-62.7% | $125,339-75.5% | $64,808-52.6% |
| Participation rate | 93.2% | 77.9%+15.3pp | 82.4%+10.8pp | 71.5%+21.7pp |
| Annual return | -1.16% | 3.48%-4.6pp | 572.05%-573.2pp | 32.82%-34.0pp |
| Employer contribution / active EE | $2,331 | $3,615-35.5% | $4,814-51.6% | $2,506-7.0% |
| Participant deferral / active EE | $4,516 | $7,175-37.1% | $7,446-39.4% | $4,310+4.8% |
| Admin fee / account holder | $110 | $163-32.4% | $10,010-98.9% | $188-41.2% |