See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC2+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $77,734 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,825 |
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 | $73,293 | $71,802+2.1% | $133,980-45.3% | $57,658+27.1% |
| Participation rate | 84.9% | 85.5%-0.5pp | 87.1%-2.1pp | 70.2%+14.7pp |
| Annual return | 8.66% | 13.51%-4.8pp | 29.30%-20.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $3,050 | $3,161-3.5% | $5,211-41.5% | $1,974+54.5% |
| Participant deferral / active EE | $6,071 | $4,606+31.8% | $6,282-3.4% | $3,061+98.4% |
| Admin fee / account holder | $165 | $88+88.0% | $9,324-98.2% | $95+74.4% |