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 PARTNERS2 years Service code 26 · EIN 54-1987856 | Advisory (Participants) | $53,574 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,190 |
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 | $50,336 | $53,165-5.3% | $86,188-41.6% | $74,419-32.4% |
| Participation rate | 93.2% | 64.9%+28.4pp | 69.0%+24.3pp | 70.7%+22.5pp |
| Annual return | 18.98% | 22.64%-3.7pp | 1168.45%-1149.5pp | 34.38%-15.4pp |
| Employer contribution / active EE | $782 | $1,210-35.3% | $2,380-67.1% | $2,637-70.3% |
| Participant deferral / active EE | $5,101 | $3,234+57.7% | $3,985+28.0% | $4,528+12.7% |
| Admin fee / account holder | $130 | $551-76.5% | $6,852-98.1% | $348-62.7% |