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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,132 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $27,561 |
CLEARVIEW 401(K) CONSULTANTS, INC.2 years Service code 15 · EIN 45-3794639 | Recordkeeping | $15,044 |
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 | $37,702 | $100,801-62.6% | $149,696-74.8% | $73,409-48.6% |
| Participation rate | 95.9% | 77.7%+18.3pp | 82.5%+13.5pp | 72.2%+23.8pp |
| Annual return | 15.93% | 265.34%-249.4pp | 276.60%-260.7pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,084 | $3,312-67.3% | $4,644-76.7% | $2,234-51.5% |
| Participant deferral / active EE | $5,481 | $6,404-14.4% | $6,842-19.9% | $3,805+44.0% |
| Admin fee / account holder | $193 | $181+6.8% | $9,309-97.9% | $158+22.2% |