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 6-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 GROUP1 year Filed as: CLEARVIEW ADVISORY Service code 27 · EIN 27-2579538 | Advisory (Plan) | $16,273 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,506 |
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 | $248,119 | $73,638+236.9% | $95,952+158.6% | $73,488+237.6% |
| Participation rate | 96.8% | 76.2%+20.7pp | 77.1%+19.8pp | 70.7%+26.1pp |
| Annual return | 17.86% | 16.78%+1.1pp | 91.61%-73.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $4,650 | $1,863+149.6% | $2,541+83.0% | $2,270+104.9% |
| Participant deferral / active EE | $11,547 | $3,617+219.3% | $4,167+177.1% | $3,740+208.8% |
| Admin fee / account holder | $4 | $482-99.1% | $6,795-99.9% | $513-99.2% |