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 GROUP2+ years Filed as: CONCORD ADVISORY GROUP, LTD Service code 10 700 ALEXANDER PARK DR · PRINCETON, NJ 08540 | Accounting | $121,362 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$85,881 |
Form 5500 reported that benefits due were not provided when due.
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 | $65,254 | $85,635-23.8% | $123,892-47.3% | $63,975+2.0% |
| Participation rate | 84.2% | 74.9%+9.3pp | 81.4%+2.8pp | 71.1%+13.1pp |
| Annual return | 8.82% | 15.74%-6.9pp | 47.52%-38.7pp | 48.65%-39.8pp |
| Employer contribution / active EE | $1,263 | $3,076-58.9% | $4,617-72.6% | $2,182-42.1% |
| Participant deferral / active EE | $6,440 | $5,667+13.6% | $5,984+7.6% | $3,356+91.9% |
| Admin fee / account holder | $7 | $75-90.3% | $8,357-99.9% | $70-89.7% |