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 LLC6+ years Filed as: FIRST CLEARING Service code 28 · EIN 23-2384840 | Investment Management | $69,613 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,086 | $54,573-43.0% | $90,951-65.8% | $73,488-57.7% |
| Participation rate | 99.0% | 61.2%+37.8pp | 69.0%+30.0pp | 70.7%+28.3pp |
| Annual return | 10.83% | 16.69%-5.9pp | 134.60%-123.8pp | 28.51%-17.7pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,301 | $2,517-48.3% | $3,373-61.4% | $3,740-65.2% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |