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 55 · EIN 23-2384840 | Other Commissions | $31,133 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,723 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,539 | $34,495-52.1% | $78,689-79.0% | $63,975-74.1% |
| Participation rate | 53.8% | 60.8%-7.0pp | 73.6%-19.8pp | 71.1%-17.4pp |
| Annual return | 22.73% | 11.62%+11.1pp | 62.18%-39.4pp | 48.65%-25.9pp |
| Employer contribution / active EE | $7 | $1,398-99.5% | $2,851-99.8% | $2,182-99.7% |
| Participant deferral / active EE | $3,736 | $2,100+77.9% | $3,517+6.2% | $3,356+11.3% |
| Admin fee / account holder | $31 | $68-54.9% | $4,510-99.3% | $70-56.5% |