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 | $57,693 |
CLEARSTEAD ADVISORS, LLC3 years 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 | $37,845 | $47,126-19.7% | $149,673-74.7% | $74,419-49.1% |
| Participation rate | 99.5% | 63.4%+36.1pp | 78.8%+20.7pp | 70.7%+28.8pp |
| Annual return | 20.42% | 22.75%-2.3pp | 134.42%-114.0pp | 34.38%-14.0pp |
| Employer contribution / active EE | $1,878 | $1,905-1.4% | $4,818-61.0% | $2,637-28.8% |
| Participant deferral / active EE | $3,123 | $2,728+14.5% | $5,680-45.0% | $4,528-31.0% |
| Admin fee / account holder | $129 | $343-62.5% | $13,210-99.0% | $348-63.0% |