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 27 · EIN 23-2384840 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,195 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,359 | $30,599+22.1% | $74,583-49.9% | $57,658-35.2% |
| Participation rate | 84.3% | 49.1%+35.1pp | 68.1%+16.1pp | 70.2%+14.0pp |
| Annual return | 6.31% | 14.24%-7.9pp | 20.47%-14.2pp | 5.13%+1.2pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,955 | $1,805+119.1% | $3,458+14.4% | $3,061+29.2% |
| Admin fee / account holder | $44 | $98-55.3% | $4,138-98.9% | $95-53.6% |