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 LLC1+ years Service code 55 · EIN 23-2384840 | Other Commissions | $8,119 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,740 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,423 | $46,360+13.1% | $147,614-64.5% | $52,331+0.2% |
| Participation rate | 79.5% | 64.9%+14.6pp | 84.6%-5.1pp | 68.1%+11.4pp |
| Annual return | -2.57% | 1.62%-4.2pp | 61.98%-64.5pp | 4.54%-7.1pp |
| Employer contribution / active EE | $3,576 | $2,126+68.2% | $5,564-35.7% | $1,882+90.0% |
| Participant deferral / active EE | $3,392 | $2,258+50.2% | $4,895-30.7% | $3,022+12.2% |
| Admin fee / account holder | $13 | $766-98.3% | $11,611-99.9% | $592-97.7% |