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 |
|---|---|---|
Filed as: FIRST COMMAND BROKERAGE SERVICES Service code 55 · EIN 75-1054341 | Other Commissions | $19,128 |
Service code 37 · EIN 04-2647786 | Loan Processing | $581 |
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 | $64,302 | $99,957-35.7% | $149,696-57.0% | $73,488-12.5% |
| Participation rate | 68.5% | 75.7%-7.2pp | 82.5%-13.9pp | 70.7%-2.1pp |
| Annual return | 17.39% | 53.87%-36.5pp | 276.60%-259.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $2,322 | $3,191-27.2% | $4,644-50.0% | $2,270+2.3% |
| Participant deferral / active EE | $5,921 | $6,073-2.5% | $6,842-13.5% | $3,740+58.3% |
| Admin fee / account holder | $3 | $551-99.4% | $9,309-100.0% | $513-99.4% |