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 LLC3+ years Filed as: FIRST CLEARING LLC. Service code 33 · EIN 23-2384840 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,095 | $53,925-14.5% | $75,670-39.1% | $69,631-33.8% |
| Participation rate | 99.6% | 71.2%+28.4pp | 72.3%+27.3pp | 70.7%+28.9pp |
| Annual return | 24.87% | 17.84%+7.0pp | 27.34%-2.5pp | 27571.02%-27546.2pp |
| Employer contribution / active EE | $2,480 | $1,802+37.6% | $2,352+5.5% | $2,032+22.0% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $412 | $97+323.8% | $5,800-92.9% | $110+272.6% |