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 GROUP5 years Filed as: CLEARVIEW 401K CONSULTANTS INC Service code 15 · EIN 45-4970257 1835 WEST ORANGEWOOD AVE · ORANGE, CA 92868 | Recordkeeping | $18,539 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,472 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,508 | $49,451+28.4% | $79,550-20.2% | $66,914-5.1% |
| Participation rate | 72.3% | 61.3%+11.0pp | 69.5%+2.8pp | 69.8%+2.5pp |
| Annual return | -16.77% | 84.25%-101.0pp | 0.16%-16.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,659 | $1,266+110.1% | $2,413+10.2% | $2,544+4.5% |
| Participant deferral / active EE | $4,389 | $3,159+39.0% | $3,985+10.1% | $4,237+3.6% |
| Admin fee / account holder | $175 | $595-70.6% | $6,832-97.4% | $593-70.5% |