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 |
|---|---|---|
Filed as: CLARFELD FINANCIAL ADVISORS, LLC Service code 27 · EIN 46-3179237 | Advisory (Plan) | $101,229 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,251 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$58,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,629 | $88,480+23.9% | $96,683+13.4% | $80,160+36.8% |
| Participation rate | 65.1% | 79.9%-14.8pp | 74.3%-9.3pp | 72.9%-7.9pp |
| Annual return | 20.19% | 22.53%-2.3pp | 35.69%-15.5pp | 40.38%-20.2pp |
| Employer contribution / active EE | $2,594 | $4,176-37.9% | $3,737-30.6% | $2,978-12.9% |
| Participant deferral / active EE | $5,670 | $3,959+43.2% | $4,878+16.2% | $5,017+13.0% |
| Admin fee / account holder | $39 | $212-81.6% | $6,730-99.4% | $145-73.1% |