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 LLC1+ years Service code 55 · EIN 23-2384840 | Other Commissions | $15,276 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,309 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,444 | $44,229-47.0% | $155,790-85.0% | $55,191-57.5% |
| Participation rate | 82.4% | 60.8%+21.6pp | 76.1%+6.3pp | 69.2%+13.3pp |
| Annual return | -0.13% | 0.37%-0.5pp | 71.54%-71.7pp | 10.78%-10.9pp |
| Employer contribution / active EE | $556 | $1,317-57.8% | $3,836-85.5% | $1,899-70.7% |
| Participant deferral / active EE | $2,152 | $2,851-24.5% | $4,797-55.1% | $3,046-29.4% |
| Admin fee / account holder | $5 | $86-94.8% | $7,478-99.9% | $91-95.0% |