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 |
|---|---|---|
CLEARVIEW GROUP1 year Filed as: CLEARVIEW 401K CONSULTANTS INC Service code 15 1835 WEST ORANGEWOOD AVE · ORANGE, CA 92868 | Recordkeeping | $14,441 |
PAYCHEX, INC.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,927 |
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 | $44,875 | $42,548+5.5% | $74,550-39.8% | $56,287-20.3% |
| Participation rate | 72.8% | 60.5%+12.3pp | 69.1%+3.6pp | 69.9%+2.9pp |
| Annual return | -6.36% | 12.40%-18.8pp | 32.53%-38.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $2,269 | $855+165.3% | $1,961+15.7% | $2,111+7.5% |
| Participant deferral / active EE | $3,476 | $2,277+52.6% | $3,108+11.8% | $3,350+3.8% |
| Admin fee / account holder | $123 | $467-73.7% | $5,060-97.6% | $521-76.4% |