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 25 · EIN 04-2647786 | Directed Trustee | $4,296 |
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $42,146 | $57,108-26.2% | $94,224-55.3% | $52,331-19.5% |
| Participation rate | 79.3% | 72.9%+6.4pp | 78.8%+0.5pp | 68.1%+11.2pp |
| Annual return | -0.51% | 1.47%-2.0pp | 10.68%-11.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $541 | $1,735-68.8% | $3,587-84.9% | $1,882-71.2% |
| Participant deferral / active EE | $1,909 | $3,040-37.2% | $4,320-55.8% | $3,022-36.8% |
| Admin fee / account holder | $29 | $546-94.7% | $6,269-99.5% | $592-95.1% |