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 |
|---|---|---|
THE CONCORD ADVISORY GROUP5 years Filed as: THE CONCORD ADVISORY GROUP, LTD. Service code 16 · EIN 22-3039644 | Consulting | $245,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$228,822 |
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 | $129,223 | $145,877-11.4% | $150,045-13.9% | $102,872+25.6% |
| Participation rate | 90.1% | 79.8%+10.2pp | 82.3%+7.7pp | 73.0%+17.0pp |
| Annual return | 19.59% | 21.37%-1.8pp | 62.55%-43.0pp | 19.06%+0.5pp |
| Employer contribution / active EE | $1,932 | $4,710-59.0% | $4,693-58.8% | $3,526-45.2% |
| Participant deferral / active EE | $9,778 | $9,491+3.0% | $7,997+22.3% | $5,535+76.7% |
| Admin fee / account holder | $3 | $176-98.5% | $13,435-100.0% | $292-99.1% |