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 |
|---|---|---|
CLEARVIEW 401(K) CONSULTANTS, INC.1 year Service code 15 · EIN 45-3794639 | Recordkeeping | $22,394 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,283 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,109 | $39,819-6.8% | $67,834-45.3% | $57,658-35.6% |
| Participation rate | 32.9% | 61.2%-28.4pp | 68.8%-35.9pp | 70.2%-37.4pp |
| Annual return | 30.69% | 9.19%+21.5pp | 138.47%-107.8pp | 5.13%+25.6pp |
| Employer contribution / active EE | $276 | $1,277-78.4% | $2,403-88.5% | $1,974-86.0% |
| Participant deferral / active EE | $1,035 | $2,209-53.2% | $3,160-67.3% | $3,061-66.2% |
| Admin fee / account holder | $76 | $84-9.4% | $4,622-98.4% | $95-19.8% |