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 | $12,143 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,620 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,497 | $63,905-67.9% | $74,183-72.4% | $57,658-64.5% |
| Participation rate | 92.3% | 79.8%+12.6pp | 76.6%+15.7pp | 70.2%+22.1pp |
| Annual return | 8.33% | 60.60%-52.3pp | 17.74%-9.4pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,261 | $1,840-31.5% | $2,370-46.8% | $1,974-36.1% |
| Participant deferral / active EE | $3,241 | $3,448-6.0% | $3,550-8.7% | $3,061+5.9% |
| Admin fee / account holder | $4 | $91-95.7% | $5,586-99.9% | $95-95.8% |