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 9-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 | $53,576 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,025 |
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 | $22,755 | $39,859-42.9% | $78,689-71.1% | $57,658-60.5% |
| Participation rate | 95.4% | 66.1%+29.3pp | 73.6%+21.8pp | 70.2%+25.2pp |
| Annual return | 7.93% | 18.96%-11.0pp | 62.18%-54.2pp | 5.13%+2.8pp |
| Employer contribution / active EE | $656 | $1,786-63.2% | $2,851-77.0% | $1,974-66.7% |
| Participant deferral / active EE | $3,470 | $2,248+54.3% | $3,517-1.3% | $3,061+13.4% |
| Admin fee / account holder | $17 | $76-78.0% | $4,510-99.6% | $95-82.3% |