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: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $939,922 |
CLEARSTEAD ADVISORS, LLC6 years Service code 70 · EIN 34-1597728 | Consulting Fees | $120,000 |
Service code 10 · EIN 35-1476702 | Accounting | $19,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,217 | $178,759-54.0% | $102,423-19.7% | $106,382-22.7% |
| Participation rate | 96.6% | 91.3%+5.3pp | 76.5%+20.2pp | 69.9%+26.8pp |
| Annual return | 13.93% | 17.23%-3.3pp | 29.32%-15.4pp | 17.37%-3.4pp |
| Employer contribution / active EE | $3,103 | $5,750-46.0% | $3,023+2.6% | $3,364-7.8% |
| Participant deferral / active EE | $5,371 | $9,466-43.3% | $5,053+6.3% | $5,569-3.6% |
| Admin fee / account holder | $70 | $62+12.7% | $9,451-99.3% | $79-11.7% |