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 GROUP3 years Filed as: CLEARVIEW 401K CONSULTANTS INC Service code 15 1835 WEST ORANGEWOOD AVE · ORANGE, CA 92868 | Recordkeeping | $18,232 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,622 |
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 | $69,504 | $54,573+27.4% | $90,951-23.6% | $73,488-5.4% |
| Participation rate | 74.2% | 61.2%+13.1pp | 69.0%+5.2pp | 70.7%+3.5pp |
| Annual return | 17.42% | 16.69%+0.7pp | 134.60%-117.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $2,327 | $991+134.7% | $2,122+9.6% | $2,270+2.5% |
| Participant deferral / active EE | $3,405 | $2,517+35.3% | $3,373+1.0% | $3,740-8.9% |
| Admin fee / account holder | $158 | $521-69.6% | $5,959-97.3% | $513-69.2% |