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 | $16,713 |
Service code 37 · EIN 04-2647786 | Loan Processing | $831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,424 | $63,924+10.2% | $108,579-35.1% | $55,167+27.7% |
| Participation rate | 44.6% | 74.3%-29.8pp | 79.6%-35.0pp | 69.0%-24.4pp |
| Annual return | 8.42% | 15.31%-6.9pp | -51.70%+60.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $711 | $1,879-62.2% | $3,758-81.1% | $1,963-63.8% |
| Participant deferral / active EE | $2,255 | $3,067-26.5% | $4,311-47.7% | $3,054-26.2% |
| Admin fee / account holder | $21 | $618-96.7% | $7,645-99.7% | $504-95.9% |