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 LLC5+ years Filed as: FIRST CLEARING Service code 28 · EIN 23-2384840 | Investment Management | $65,987 |
RANDY SILHAN, CPA, CFE5+ years Service code 10 · EIN 26-2515308 | Accounting | $7,000 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,972 | $49,138-49.2% | $84,015-70.3% | $65,185-61.7% |
| Participation rate | 91.1% | 60.7%+30.4pp | 69.0%+22.1pp | 70.2%+20.9pp |
| Annual return | 27.75% | 23.00%+4.8pp | 71.31%-43.6pp | 29.38%-1.6pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,436 | $2,397-40.1% | $3,239-55.7% | $3,514-59.1% |
| Admin fee / account holder | $22 | $543-95.9% | $6,101-99.6% | $847-97.4% |