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 | $53,947 |
CLEARSTEAD ADVISORS, LLC2 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $30,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,116 | $46,292-32.8% | $143,757-78.4% | $64,808-52.0% |
| Participation rate | 95.7% | 64.2%+31.5pp | 80.3%+15.4pp | 71.5%+24.2pp |
| Annual return | -17.59% | -10.05%-7.5pp | -0.04%-17.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,784 | $1,910-6.6% | $4,951-64.0% | $2,506-28.8% |
| Participant deferral / active EE | $2,770 | $2,646+4.7% | $5,637-50.9% | $4,310-35.7% |
| Admin fee / account holder | $127 | $154-17.3% | $14,673-99.1% | $188-32.3% |