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 27 · EIN 23-2384840 | Advisory (Plan) | $21,693 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $883 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,311 | $107,378-78.3% | $108,579-78.5% | $57,658-59.6% |
| Participation rate | 95.6% | 77.1%+18.5pp | 79.6%+16.0pp | 70.2%+25.4pp |
| Annual return | 7.82% | 12.80%-5.0pp | -51.70%+59.5pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,624 | $1,782-8.8% | $3,758-56.8% | $1,974-17.7% |
| Participant deferral / active EE | $2,660 | $3,221-17.4% | $4,311-38.3% | $3,061-13.1% |
| Admin fee / account holder | $56 | $108-48.4% | $7,645-99.3% | $95-40.7% |