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 | $2,521 |
FIRST CLEARING LLC6+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $58,214 | $81,474-28.5% | $133,956-56.5% | $73,488-20.8% |
| Participation rate | 93.9% | 76.4%+17.5pp | 79.8%+14.0pp | 70.7%+23.2pp |
| Annual return | 15.13% | 19.40%-4.3pp | 45.09%-30.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,166 | $2,209-47.2% | $3,919-70.2% | $2,270-48.6% |
| Participant deferral / active EE | $4,003 | $3,786+5.7% | $5,048-20.7% | $3,740+7.0% |
| Admin fee / account holder | $7 | $713-99.0% | $8,927-99.9% | $513-98.6% |