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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,454 |
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $17,261 | $47,078-63.3% | $100,671-82.9% | $55,191-68.7% |
| Participation rate | 98.9% | 58.0%+40.9pp | 70.7%+28.2pp | 69.2%+29.8pp |
| Annual return | -0.68% | 0.65%-1.3pp | 20.43%-21.1pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,071 | $1,065+94.4% | $4,012-48.4% | $1,899+9.1% |
| Participant deferral / active EE | $1,715 | $2,038-15.8% | $3,144-45.4% | $3,046-43.7% |
| Admin fee / account holder | $50 | $153-67.6% | $4,850-99.0% | $91-45.4% |