Filed October 25, 2024 (most recent of 3 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $55,566 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,096 | $56,485-30.8% | $185,823-79.0% | $86,799-55.0% |
| Participation rate | 91.1% | 65.5%+25.6pp | 81.7%+9.4pp | 72.3%+18.8pp |
| Annual return | 14.96% | 118.04%-103.1pp | 122.05%-107.1pp | 97.91%-82.9pp |
| Employer contribution / active EE | $1,595 | $1,843-13.4% | $5,167-69.1% | $2,405-33.7% |
| Participant deferral / active EE | $2,338 | $2,553-8.4% | $5,568-58.0% | $4,131-43.4% |
| Admin fee / account holder | $138 | $150-7.7% | $16,237-99.2% | $170-18.6% |