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 | $5,250 |
FIRST CLEARING LLC8+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
Annual investment return 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 | $41,797 | $71,142-41.2% | $119,609-65.1% | $64,808-35.5% |
| Participation rate | 89.7% | 78.6%+11.1pp | 79.3%+10.5pp | 71.5%+18.2pp |
| Annual return | -17.75% | -10.01%-7.7pp | -14.97%-2.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $936 | $2,497-62.5% | $4,232-77.9% | $2,506-62.6% |
| Participant deferral / active EE | $3,616 | $4,490-19.5% | $5,602-35.5% | $4,310-16.1% |
| Admin fee / account holder | $11 | $162-93.1% | $10,323-99.9% | $188-94.1% |