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: CLEAR INVESTMENT RESEARCH LLC Service code 16 · EIN 46-3868027 | Consulting | $23,003 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,324 | $39,973+25.9% | $79,550-36.7% | $77,904-35.4% |
| Participation rate | 28.2% | 64.6%-36.4pp | 69.5%-41.3pp | 73.7%-45.5pp |
| Annual return | -15.61% | 3.42%-19.0pp | 0.16%-15.8pp | 12.21%-27.8pp |
| Employer contribution / active EE | $706 | $1,088-35.1% | $2,413-70.7% | $2,848-75.2% |
| Participant deferral / active EE | $1,530 | $2,774-44.9% | $3,985-61.6% | $4,806-68.2% |
| Admin fee / account holder | $59 | $113-48.2% | $6,832-99.1% | $133-55.8% |