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 | $22,929 |
SECURITIES AMERICA INC1 year Service code 55 · EIN 47-0648506 | Other Commissions | $11,836 |
CLEARVIEW GROUP1 year Filed as: CLEARVIEW 401K CONSULTANTS Service code 27 · EIN 45-3794639 | Advisory (Plan) | $7,555 |
Service code 55 445 S FIGUEROA ST FL 2 · LOS ANGELES, CA 90071 | Other Commissions | $1,693 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $30,704 | $48,471-36.7% | $182,532-83.2% | $67,579-54.6% |
| Participation rate | 89.4% | 67.2%+22.3pp | 78.0%+11.5pp | 71.3%+18.2pp |
| Annual return | 18.98% | 31.08%-12.1pp | 148.54%-129.6pp | 378.56%-359.6pp |
| Employer contribution / active EE | $2,053 | $1,461+40.5% | $4,076-49.6% | $2,148-4.4% |
| Participant deferral / active EE | $1,500 | $3,324-54.9% | $5,524-72.8% | $3,539-57.6% |
| Admin fee / account holder | $92 | $151-39.3% | $8,592-98.9% | $142-35.5% |