See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,227 |
Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $14,626 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,807 |
CLEARVIEW GROUP1 year Filed as: CLEARVIEW ADVISORY Service code 27 · EIN 27-2579538 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,089 | $125,758+49.6% | $169,993+10.6% | $75,163+150.2% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 23.11% | 27.20%-4.1pp | 53.37%-30.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $2,903 | $4,615-37.1% | $6,785-57.2% | $2,670+8.7% |
| Participant deferral / active EE | $15,717 | $6,837+129.9% | $10,408+51.0% | $4,125+281.0% |
| Admin fee / account holder | $509 | $8,173-93.8% | $12,815-96.0% | $5,651-91.0% |