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 LLC2+ years Service code 55 · EIN 23-2384840 | Other Commissions | $14,981 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,903 |
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 | $24,303 | $42,582-42.9% | $171,082-85.8% | $57,658-57.8% |
| Participation rate | 81.6% | 63.9%+17.7pp | 76.7%+4.9pp | 70.2%+11.4pp |
| Annual return | 7.09% | 308.67%-301.6pp | 32.56%-25.5pp | 5.13%+2.0pp |
| Employer contribution / active EE | $592 | $1,306-54.7% | $4,002-85.2% | $1,974-70.0% |
| Participant deferral / active EE | $2,243 | $2,933-23.5% | $4,797-53.2% | $3,061-26.7% |
| Admin fee / account holder | $6 | $82-92.6% | $8,520-99.9% | $95-93.5% |