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 8-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 | $13,569 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,406 |
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 | $93,476 | $52,903+76.7% | $73,307+27.5% | $59,632+56.8% |
| Participation rate | 85.4% | 68.2%+17.2pp | 74.9%+10.5pp | 68.7%+16.7pp |
| Annual return | 0.70% | 12.20%-11.5pp | 5.67%-5.0pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $1,573 | $1,909-17.6% | $3,237-51.4% | $2,203-28.6% |
| Participant deferral / active EE | $5,022 | $4,069+23.4% | $4,991+0.6% | $3,192+57.3% |
| Admin fee / account holder | $11 | $3,834-99.7% | $5,637-99.8% | $4,297-99.8% |