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 LIGHT RETIREMENT LLC4 years Service code 27 · EIN 86-3483132 | Advisory (Plan) | $34,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,585 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,986 | $119,446-1.2% | $150,045-21.4% | $85,563+37.9% |
| Participation rate | 93.0% | 75.4%+17.6pp | 82.3%+10.7pp | 66.0%+27.0pp |
| Annual return | 30.23% | 23.72%+6.5pp | 62.55%-32.3pp | 31.51%-1.3pp |
| Employer contribution / active EE | $10,698 | $4,078+162.3% | $4,693+127.9% | $2,654+303.1% |
| Participant deferral / active EE | $20,621 | $7,985+158.2% | $7,997+157.9% | $4,375+371.3% |
| Admin fee / account holder | $175 | $548-68.1% | $13,435-98.7% | $834-79.0% |