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 LLC3 years Filed as: LION STREET ADVISORY Service code 26 · EIN 80-0946231 | Advisory (Participants) | $39,301 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $17,921 |
Filed as: FIDELITY TRUST COMPANY Service code 19 · EIN 04-3511550 | Securities Custodian | $8,532 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,940 | $106,028-61.4% | $146,958-72.1% | $77,643-47.3% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 20.56% | 56.73%-36.2pp | 418.34%-397.8pp | 31.24%-10.7pp |
| Employer contribution / active EE | $3,139 | $4,063-22.8% | $4,933-36.4% | $2,726+15.1% |
| Participant deferral / active EE | $6,027 | $7,990-24.6% | $8,070-25.3% | $4,647+29.7% |
| Admin fee / account holder | $139 | $337-58.9% | $12,998-98.9% | $430-67.8% |