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SOR-100060 · Business Intelligence Profile

Clearwater Freight Lines

Ashland, OR · NAICS 484121 General Freight Trucking, Long-Distance

Revenue
$8.11M
Employees
41
Entity type
Partnership
Years in business
4
Sorren office
Medford, OR
Advisor
Andrew Soltis
EIN
**-***8252
Moderate confidence · 79% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 3 prior years
Compared against180 businessesNAICS 484121 — General Freight Trucking, Long-DistanceORRevenue $4.1M–$13.0M20–58 employees

Outlier flags

8 for review

Revenue Growth

ReviewBottom 25%
Client
-5.8%
Peer median
3.4%
Peer 25th–75th
0.9% – 6.1%
Off median
-269%

Revenue Growth sits below the peer median and is worth a professional review before the client conversation.

Debt / Equity

ReviewBottom 25%
Client
0.86
Peer median
0.65
Peer 25th–75th
0.54 – 0.82
Off median
+31%

Debt / Equity sits above the peer median and is worth a professional review before the client conversation.

Owner Compensation % Revenue

ReviewBottom 25%
Client
2.5%
Peer median
3.2%
Peer 25th–75th
2.8% – 3.5%
Off median
-20%

Officer compensation sits well below the peer median — reasonable-compensation support should be reviewed with the tax team.

Accounts Payable Days

ReviewBottom 25%
Client
26 days
Peer median
33 days
Peer 25th–75th
29 days – 36 days
Off median
-19%

Accounts Payable Days sits below the peer median and is worth a professional review before the client conversation.

Cash % Assets

ReviewBottom 25%
Client
7.3%
Peer median
8.5%
Peer 25th–75th
7.3% – 9.7%
Off median
-14%

Cash % Assets sits below the peer median and is worth a professional review before the client conversation.

Retirement Contributions % Payroll

ReviewBottom 25%
Client
3.6%
Peer median
4.1%
Peer 25th–75th
3.6% – 4.6%
Off median
-12%

Retirement contributions run below peers — plan design and contribution levels are worth a professional review.

Flags are internal professional-review signals based on medians and quartiles, not automated recommendations or tax advice. Differences from the peer median are Benchmark Variance.

Performance against peer benchmark

Tax year 2026
Revenue Growth
269.5%below median
Company
-5.8%
Peer median
3.4%
Top quartile
6.1%
Gross Margin
5.9%below median
Company
52.7%
Peer median
56.0%
Top quartile
61.6%
EBITDA Margin
87.3%above median
Company
8.0%
Peer median
4.3%
Top quartile
9.7%
Net Margin
81.5%above median
Company
-1.0%
Peer median
-5.2%
Top quartile
0.4%
Revenue / Employee
1.8%below median
Company
$198K
Peer median
$201K
Top quartile
$234K
Payroll % Revenue
20.9%below median
Company
25.8%
Peer median
32.6%
Top quartile
29.2%
Current Ratio
0.8%below median
Company
2.98
Peer median
3.00
Top quartile
3.33
Effective Tax Rate
at median
Company
0.0%
Peer median
0.0%
Top quartile
0.0%

Benchmark scorecard

Growth
8th
Profitability
57th
Labor Efficiency
62nd
Operating Efficiency
57th
Liquidity
44th
Leverage
44th
Tax Efficiency
43rd
Asset Efficiency
36th

Financial opportunity map

$481K
Gross Margin$266K
Revenue$150K
Tax$52K
Working Capital$13K

Benchmark variance only — the mathematical difference between current performance and the selected peer median. Not a projection of guaranteed savings.