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 Filed as: FIRST CLEARING, LLC Service code 26 1602 W. PINHOOK RD, STE. 302 · LAFAYETTE, LA 70508 | Advisory (Participants) | $7,681 |
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 | $35,459 | $43,133-17.8% | $89,391-60.3% | $73,488-51.7% |
| Participation rate | 47.7% | 55.0%-7.3pp | 68.0%-20.3pp | 70.7%-23.0pp |
| Annual return | 29.12% | 135.66%-106.5pp | 245.62%-216.5pp | 28.51%+0.6pp |
| Employer contribution / active EE | $397 | $1,438-72.4% | $2,586-84.7% | $2,270-82.5% |
| Participant deferral / active EE | $969 | $2,445-60.4% | $3,890-75.1% | $3,740-74.1% |
| Admin fee / account holder | $73 | $444-83.6% | $4,881-98.5% | $513-85.8% |