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 | $39,719 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $12,248 |
CLEARVIEW GROUP2 years Filed as: CLEARVIEW 401K CONSULTANTS Service code 27 · EIN 45-3794639 | Advisory (Plan) | $11,624 |
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 | $38,846 | $62,132-37.5% | $185,823-79.1% | $73,488-47.1% |
| Participation rate | 92.9% | 67.8%+25.1pp | 78.0%+14.9pp | 70.7%+22.2pp |
| Annual return | 13.44% | 20.44%-7.0pp | 35.95%-22.5pp | 28.51%-15.1pp |
| Employer contribution / active EE | $2,986 | $1,681+77.6% | $4,087-26.9% | $2,270+31.5% |
| Participant deferral / active EE | $2,405 | $3,711-35.2% | $5,632-57.3% | $3,740-35.7% |
| Admin fee / account holder | $209 | $419-50.0% | $9,500-97.8% | $513-59.2% |