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 6-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 |
|---|---|---|
CLSRS LLC1+ years Service code 27 · EIN 61-1723537 | Advisory (Plan) | $56,064 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,205 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,676 | $88,122-62.9% | $141,162-76.9% | $67,579-51.6% |
| Participation rate | 91.1% | 76.5%+14.7pp | 82.5%+8.7pp | 71.3%+19.9pp |
| Annual return | 167.59% | 75.40%+92.2pp | 71.39%+96.2pp | 378.56%-211.0pp |
| Employer contribution / active EE | $409 | $3,224-87.3% | $4,735-91.4% | $2,148-80.9% |
| Participant deferral / active EE | $7,993 | $5,958+34.2% | $6,709+19.1% | $3,539+125.8% |
| Admin fee / account holder | $114 | $131-12.8% | $10,261-98.9% | $142-19.7% |