See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,735 |
FIRST CLEARING LLC7+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,233 | $86,225-41.7% | $146,665-65.7% | $86,799-42.1% |
| Participation rate | 74.9% | 78.0%-3.1pp | 80.1%-5.2pp | 72.3%+2.6pp |
| Annual return | 15.92% | 31.23%-15.3pp | 22.74%-6.8pp | 97.91%-82.0pp |
| Employer contribution / active EE | $724 | $2,392-69.7% | $4,136-82.5% | $2,405-69.9% |
| Participant deferral / active EE | $2,701 | $4,245-36.4% | $5,506-51.0% | $4,131-34.6% |
| Admin fee / account holder | $10 | $195-94.8% | $10,280-99.9% | $170-94.0% |