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 Filed as: FIRST CLEARING LLC. Service code 33 · EIN 23-2384840 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,981 | $43,550-17.4% | $63,517-43.4% | $52,331-31.2% |
| Participation rate | 99.6% | 65.7%+33.9pp | 71.0%+28.6pp | 68.1%+31.5pp |
| Annual return | -8.04% | 2.03%-10.1pp | -70.30%+62.3pp | 4.54%-12.6pp |
| Employer contribution / active EE | $2,661 | $1,351+97.0% | $2,322+14.6% | $1,882+41.4% |
| Participant deferral / active EE | $0 | $2,254-100.0% | $2,953-100.0% | $3,022-100.0% |
| Admin fee / account holder | $347 | $387-10.3% | $5,892-94.1% | $592-41.3% |