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 10-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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $167,190 |
CLEARSTEAD ADVISORS, LLC4 years Service code 16 · EIN 34-1597728 | Consulting | $24,632 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $431,983-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 66.7%-66.7pp | 2.3%-2.3pp |
| Annual return | 3.88% | 37.74%-33.9pp | 9.65%-5.8pp | 37.74%-33.9pp |
| Employer contribution / active EE | $0 | $15,781-100.0% | $50,004-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $62-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $35,292-100.0% | $9,287-100.0% |