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 LLC1+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $47,073 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,871 |
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 | $46,035 | $63,905-28.0% | $74,183-37.9% | $57,658-20.2% |
| Participation rate | 83.6% | 79.8%+3.8pp | 76.6%+6.9pp | 70.2%+13.3pp |
| Annual return | 9.70% | 60.60%-50.9pp | 17.74%-8.0pp | 5.13%+4.6pp |
| Employer contribution / active EE | $1,097 | $1,840-40.4% | $2,370-53.7% | $1,974-44.4% |
| Participant deferral / active EE | $3,486 | $3,448+1.1% | $3,550-1.8% | $3,061+13.9% |
| Admin fee / account holder | $94 | $91+3.0% | $5,586-98.3% | $95-0.8% |