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 LLC3+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $21,159 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $425 |
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 | $25,057 | $71,666-65.0% | $117,854-78.7% | $69,631-64.0% |
| Participation rate | 72.6% | 77.5%-5.0pp | 79.7%-7.1pp | 70.7%+1.9pp |
| Annual return | 18.52% | 18.86%-0.3pp | 335.08%-316.6pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,261 | $1,889-33.2% | $3,786-66.7% | $2,032-37.9% |
| Participant deferral / active EE | $2,052 | $3,340-38.5% | $4,482-54.2% | $3,224-36.3% |
| Admin fee / account holder | $53 | $120-55.7% | $8,020-99.3% | $110-51.7% |