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 |
|---|---|---|
FIRST CLEARING LLC2+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $36,851 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,775 |
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 | $96,380 | $60,165+60.2% | $74,183+29.9% | $55,167+74.7% |
| Participation rate | 92.9% | 74.2%+18.7pp | 76.6%+16.2pp | 69.0%+23.9pp |
| Annual return | 7.11% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,240 | $1,600+40.1% | $2,370-5.5% | $1,963+14.2% |
| Participant deferral / active EE | $3,811 | $2,973+28.2% | $3,550+7.4% | $3,054+24.8% |
| Admin fee / account holder | $189 | $419-55.0% | $5,586-96.6% | $504-62.6% |