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 year Service code 26 1602 W. PINHOOK RD, STE. 302 · LAFAYETTE, LA 70508 | Advisory (Participants) | $5,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,296 | $33,067-29.5% | $76,523-69.6% | $56,287-58.6% |
| Participation rate | 58.1% | 55.4%+2.7pp | 68.0%-9.9pp | 69.9%-11.7pp |
| Annual return | -3.88% | 2.72%-6.6pp | -0.27%-3.6pp | -9.96%+6.1pp |
| Employer contribution / active EE | $512 | $1,200-57.3% | $2,647-80.6% | $2,111-75.7% |
| Participant deferral / active EE | $1,206 | $2,240-46.2% | $3,835-68.6% | $3,350-64.0% |
| Admin fee / account holder | $58 | $537-89.2% | $4,848-98.8% | $521-88.9% |