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 9-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $50,614 |
CLEARVIEW 401(K) CONSULTANTS, INC.1 year Service code 15 · EIN 45-3794639 | Recordkeeping | $18,068 |
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 | $32,355 | $88,122-63.3% | $141,162-77.1% | $67,579-52.1% |
| Participation rate | 95.1% | 76.5%+18.6pp | 82.5%+12.6pp | 71.3%+23.8pp |
| Annual return | 28.76% | 75.40%-46.6pp | 71.39%-42.6pp | 378.56%-349.8pp |
| Employer contribution / active EE | $3,757 | $3,224+16.5% | $4,735-20.6% | $2,148+74.9% |
| Participant deferral / active EE | $6,233 | $5,958+4.6% | $6,709-7.1% | $3,539+76.1% |
| Admin fee / account holder | $194 | $131+48.2% | $10,261-98.1% | $142+36.4% |