Filed July 22, 2025
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 GROUP2 years Filed as: CLEARVIEW ADVISORY Service code 27 1438 WEST PEACHTREE ST · ATLANTA, GA 30309 | Advisory (Plan) | $45,000 |
PNC BANK, N.A.3 years Service code 25 · EIN 22-1146430 | Directed Trustee | $36,309 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $15,209 |
PNC BANK, N.A.3 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $53,097 | $101,523-47.7% | $141,162-62.4% | $77,787-31.7% |
| Participation rate | 49.5% | 77.4%-27.9pp | 82.5%-33.0pp | 73.2%-23.7pp |
| Annual return | 23.69% | 56.22%-32.5pp | 71.39%-47.7pp | 32.57%-8.9pp |
| Employer contribution / active EE | $2,007 | $3,341-39.9% | $4,735-57.6% | $2,504-19.9% |
| Participant deferral / active EE | $3,541 | $6,434-45.0% | $6,709-47.2% | $3,967-10.7% |
| Admin fee / account holder | $128 | $92+39.3% | $10,261-98.8% | $100+27.4% |