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 | $39,909 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,390 | $56,640+11.9% | $80,975-21.7% | $57,658+9.9% |
| Participation rate | 63.2% | 75.9%-12.7pp | 75.8%-12.7pp | 70.2%-7.1pp |
| Annual return | 8.78% | 19.97%-11.2pp | 17.10%-8.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $3,209 | $2,085+53.9% | $3,714-13.6% | $1,974+62.6% |
| Participant deferral / active EE | $6,947 | $4,944+40.5% | $5,696+21.9% | $3,061+127.0% |
| Admin fee / account holder | $7 | $87-91.8% | $5,516-99.9% | $95-92.4% |