See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLEAR INVESTMENT RESEARCH Service code 16 284 SOUTH MAIN STREET · ALPHARETTA, GA 30009 | Consulting | $32,654 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,101 | $40,113+27.4% | $84,015-39.2% | $77,787-34.3% |
| Participation rate | 25.9% | 62.8%-36.9pp | 69.0%-43.1pp | 73.2%-47.3pp |
| Annual return | 24.82% | 23.27%+1.6pp | 71.31%-46.5pp | 32.57%-7.8pp |
| Employer contribution / active EE | $517 | $847-39.0% | $1,983-73.9% | $2,504-79.4% |
| Participant deferral / active EE | $1,127 | $2,030-44.5% | $3,239-65.2% | $3,967-71.6% |
| Admin fee / account holder | $88 | $92-3.9% | $6,101-98.6% | $100-12.1% |