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 |
|---|---|---|
Filed as: CONCORDE INVESTMENT SERVICES LLC Service code 55 19500 VICTOR PKWY STE 550 · LIVONIA, MI 48152 | Other Commissions | $5,875 |
Filed as: ASSET STRATEGY ADVISORS LLC Service code 27 · EIN 26-0352654 | Advisory (Plan) | $5,096 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,007 | $69,362-33.7% | $101,248-54.6% | $73,488-37.4% |
| Participation rate | 68.2% | 68.4%-0.2pp | 75.8%-7.7pp | 70.7%-2.5pp |
| Annual return | 13.47% | 18.46%-5.0pp | 46.47%-33.0pp | 28.51%-15.0pp |
| Employer contribution / active EE | $524 | $2,628-80.0% | $3,660-85.7% | $2,270-76.9% |
| Participant deferral / active EE | $4,267 | $3,300+29.3% | $4,370-2.4% | $3,740+14.1% |
| Admin fee / account holder | $41 | $704-94.2% | $5,945-99.3% | $513-92.0% |