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 |
|---|---|---|
CONCORD WEALTH PARTNERS1 year Service code 26 · EIN 54-1987856 | Advisory (Participants) | $40,659 |
COPPERTREE LLC6 years Service code 26 · EIN 45-3027634 | Advisory (Participants) | $3,856 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $918 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,647 | $42,353+7.8% | $79,550-42.6% | $64,808-29.6% |
| Participation rate | 89.5% | 64.8%+24.8pp | 69.5%+20.0pp | 71.5%+18.1pp |
| Annual return | -8.49% | -12.24%+3.8pp | 0.16%-8.7pp | 32.82%-41.3pp |
| Employer contribution / active EE | $722 | $1,181-38.8% | $2,413-70.1% | $2,506-71.2% |
| Participant deferral / active EE | $4,581 | $3,170+44.5% | $3,985+15.0% | $4,310+6.3% |
| Admin fee / account holder | $116 | $160-27.3% | $6,832-98.3% | $188-38.2% |