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 LLC2 years Filed as: LION STREET ADVISORY Service code 26 · EIN 80-0946231 | Advisory (Participants) | $29,157 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $11,792 |
Filed as: FIDELITY TRUST COMPANY Service code 19 · EIN 04-3511550 | Securities Custodian | $6,415 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,335 | $95,274-58.7% | $135,903-71.1% | $74,419-47.1% |
| Participation rate | 94.6% | 78.2%+16.4pp | 81.9%+12.7pp | 70.7%+23.8pp |
| Annual return | 21.70% | 32.77%-11.1pp | 68.23%-46.5pp | 34.38%-12.7pp |
| Employer contribution / active EE | $3,227 | $3,874-16.7% | $4,856-33.6% | $2,637+22.3% |
| Participant deferral / active EE | $6,401 | $7,782-17.8% | $7,758-17.5% | $4,528+41.4% |
| Admin fee / account holder | $134 | $266-49.6% | $10,762-98.8% | $348-61.4% |