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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,750 |
FIRST CLEARING LLC1+ years Service code 61 | Finders' fees / placement fees | $0 |
FIRST CLEARING LLC1+ years Filed as: FIRST CLEARING, LLC Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,115 | $22,714+54.6% | $59,496-41.0% | $55,191-36.4% |
| Participation rate | 48.7% | 37.5%+11.2pp | 54.6%-5.9pp | 69.2%-20.5pp |
| Annual return | -1.53% | -44.01%+42.5pp | 182.05%-183.6pp | 10.78%-12.3pp |
| Employer contribution / active EE | $830 | $418+98.6% | $1,153-28.0% | $1,899-56.3% |
| Participant deferral / active EE | $1,629 | $843+93.1% | $1,829-11.0% | $3,046-46.5% |
| Admin fee / account holder | $14 | $83-83.1% | $2,232-99.4% | $91-84.5% |