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 GROUP4 years Filed as: CLEARVIEW 401K CONSULTANTS INC Service code 15 1835 WEST ORANGEWOOD AVE · ORANGE, CA 92868 | Recordkeeping | $21,016 |
PAYCHEX, INC.7+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,383 | $59,263+20.5% | $96,562-26.1% | $79,386-10.1% |
| Participation rate | 76.0% | 61.9%+14.1pp | 69.8%+6.1pp | 70.7%+5.3pp |
| Annual return | 12.04% | 27.07%-15.0pp | 37.78%-25.7pp | 116.85%-104.8pp |
| Employer contribution / active EE | $2,330 | $1,216+91.7% | $2,356-1.1% | $2,427-4.0% |
| Participant deferral / active EE | $4,159 | $2,948+41.1% | $3,849+8.1% | $4,046+2.8% |
| Admin fee / account holder | $183 | $658-72.3% | $6,181-97.0% | $626-70.8% |