Filed April 26, 2023 (most recent of 15 filings on file)
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 LLC1+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $51,243 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,450 |
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 | $83,382 | $70,667+18.0% | $123,104-32.3% | $52,331+59.3% |
| Participation rate | 98.0% | 83.7%+14.3pp | 86.8%+11.2pp | 68.1%+29.9pp |
| Annual return | 5.25% | 6.23%-1.0pp | 13.22%-8.0pp | 4.54%+0.7pp |
| Employer contribution / active EE | $4,381 | $2,946+48.7% | $5,151-15.0% | $1,882+132.8% |
| Participant deferral / active EE | $4,323 | $4,493-3.8% | $6,230-30.6% | $3,022+43.0% |
| Admin fee / account holder | $217 | $506-57.1% | $9,015-97.6% | $592-63.3% |