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 | $8,218 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,057 | $39,819-77.3% | $67,834-86.6% | $57,658-84.3% |
| Participation rate | 76.4% | 61.2%+15.2pp | 68.8%+7.6pp | 70.2%+6.2pp |
| Annual return | 18.06% | 9.19%+8.9pp | 138.47%-120.4pp | 5.13%+12.9pp |
| Employer contribution / active EE | $348 | $1,277-72.7% | $2,403-85.5% | $1,974-82.3% |
| Participant deferral / active EE | $1,872 | $2,209-15.3% | $3,160-40.8% | $3,061-38.8% |
| Admin fee / account holder | $6 | $84-92.7% | $4,622-99.9% | $95-93.6% |