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 LLC1+ years Service code 55 · EIN 23-2384840 | Other Commissions | $13,862 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,287 | $46,360+66.7% | $147,614-47.6% | $52,331+47.7% |
| Participation rate | 41.2% | 64.9%-23.8pp | 84.6%-43.4pp | 68.1%-26.9pp |
| Annual return | -1.03% | 1.62%-2.6pp | 61.98%-63.0pp | 4.54%-5.6pp |
| Employer contribution / active EE | $889 | $2,126-58.2% | $5,564-84.0% | $1,882-52.8% |
| Participant deferral / active EE | $2,070 | $2,258-8.3% | $4,895-57.7% | $3,022-31.5% |
| Admin fee / account holder | $1 | $766-99.9% | $11,611-100.0% | $592-99.9% |