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 LIGHT RETIREMENT LLC2 years Filed as: FIRST LIGHT RETIREMENT, LLC Service code 27 · EIN 86-3483132 | Advisory (Plan) | $22,246 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,466 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,160 | $61,272+9.6% | $149,673-55.1% | $71,457-6.0% |
| Participation rate | 99.5% | 62.5%+37.0pp | 78.8%+20.7pp | 67.9%+31.6pp |
| Annual return | 19.35% | 35.85%-16.5pp | 134.42%-115.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,414 | $2,378+1.5% | $4,818-49.9% | $2,588-6.7% |
| Participant deferral / active EE | $6,306 | $2,917+116.2% | $5,680+11.0% | $4,289+47.0% |
| Admin fee / account holder | $150 | $1,261-88.1% | $13,210-98.9% | $1,587-90.6% |