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 LLC3+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $47,783 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
Form 5500 reported that benefits due were not provided when due.
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 | $128,710 | $71,192+80.8% | $117,854+9.2% | $62,292+106.6% |
| Participation rate | 76.2% | 74.2%+2.0pp | 79.7%-3.5pp | 69.5%+6.7pp |
| Annual return | 18.89% | 18.66%+0.2pp | 335.08%-316.2pp | 28.90%-10.0pp |
| Employer contribution / active EE | $2,292 | $1,934+18.5% | $3,786-39.5% | $2,042+12.3% |
| Participant deferral / active EE | $5,599 | $3,189+75.6% | $4,482+24.9% | $3,169+76.7% |
| Admin fee / account holder | $237 | $587-59.6% | $8,020-97.0% | $479-50.5% |