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 | $6,732 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,200 |
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 | $54,500 | $50,898+7.1% | $171,082-68.1% | $55,167-1.2% |
| Participation rate | 84.0% | 63.3%+20.7pp | 76.7%+7.3pp | 69.0%+15.0pp |
| Annual return | 6.92% | 15.34%-8.4pp | 32.56%-25.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $326 | $1,433-77.3% | $4,002-91.9% | $1,963-83.4% |
| Participant deferral / active EE | $3,147 | $2,994+5.1% | $4,797-34.4% | $3,054+3.0% |
| Admin fee / account holder | $10 | $500-98.1% | $8,520-99.9% | $504-98.1% |