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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,454 |
CLEARVIEW GROUP1 year Filed as: CLEARVIEW ADVISORY GROUP Service code 27 · EIN 58-2107610 | Advisory (Plan) | $15,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,201 | $80,753+15.4% | $136,294-31.6% | $62,292+49.6% |
| Participation rate | 65.2% | 73.5%-8.3pp | 81.9%-16.7pp | 69.5%-4.3pp |
| Annual return | 19.88% | 35.83%-16.0pp | 5155.94%-5136.1pp | 28.90%-9.0pp |
| Employer contribution / active EE | $2,256 | $2,884-21.8% | $4,695-52.0% | $2,042+10.5% |
| Participant deferral / active EE | $5,601 | $5,164+8.5% | $6,247-10.3% | $3,169+76.7% |
| Admin fee / account holder | $199 | $525-62.2% | $9,243-97.9% | $479-58.6% |