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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $212,767 |
CLEARSTEAD ADVISORS, LLC2 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $56,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,313 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,531 | $82,093+224.7% | $379,746-29.8% | $73,409+263.1% |
| Participation rate | 97.6% | 76.8%+20.8pp | 78.4%+19.1pp | 72.2%+25.4pp |
| Annual return | 14.33% | 18.89%-4.6pp | 34.90%-20.6pp | 59.29%-45.0pp |
| Employer contribution / active EE | $3,161 | $2,847+11.0% | $3,540-10.7% | $2,234+41.5% |
| Participant deferral / active EE | $11,970 | $4,697+154.8% | $6,024+98.7% | $3,805+214.6% |
| Admin fee / account holder | $131 | $128+2.8% | $7,927-98.3% | $158-16.9% |