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 GROUP2 years Filed as: CLEARVIEW 401K CONSULTANTS INC Service code 15 1835 WEST ORANGEWOOD AVE · ORANGE, CA 92868 | Recordkeeping | $19,526 |
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,691 |
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 | $60,284 | $49,138+22.7% | $84,015-28.2% | $65,185-7.5% |
| Participation rate | 73.1% | 60.7%+12.4pp | 69.0%+4.1pp | 70.2%+2.9pp |
| Annual return | 22.91% | 23.00%-0.1pp | 71.31%-48.4pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,004 | $914+119.4% | $1,983+1.1% | $2,177-7.9% |
| Participant deferral / active EE | $3,624 | $2,397+51.2% | $3,239+11.9% | $3,514+3.1% |
| Admin fee / account holder | $159 | $543-70.7% | $6,101-97.4% | $847-81.2% |