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 8-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: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $122,722 |
CLEARSTEAD ADVISORS, LLC3 years Service code 50 · EIN 34-1597728 | Direct Payment | $26,790 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,861 | $35,197+462.2% | $53,898+267.1% | $102,872+92.3% |
| Participation rate | 86.8% | 29.6%+57.2pp | 55.0%+31.8pp | 73.0%+13.7pp |
| Annual return | 14.19% | 17.55%-3.4pp | 528.60%-514.4pp | 19.06%-4.9pp |
| Employer contribution / active EE | $5,839 | $713+719.3% | $932+526.4% | $3,526+65.6% |
| Participant deferral / active EE | $11,308 | $1,333+748.5% | $1,826+519.2% | $5,535+104.3% |
| Admin fee / account holder | $139 | $834-83.3% | $2,491-94.4% | $292-52.4% |