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 16 700 ALEXANDER PARK STE. 203 · PRINCETON, NJ 08540 | Consulting | $181,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$168,614 |
Form 5500 reported that benefits due were not provided when due.
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 | $96,444 | $127,481-24.3% | $149,696-35.6% | $90,288+6.8% |
| Participation rate | 90.8% | 78.2%+12.6pp | 82.5%+8.4pp | 73.4%+17.5pp |
| Annual return | 25.38% | 57.78%-32.4pp | 276.60%-251.2pp | 53.97%-28.6pp |
| Employer contribution / active EE | $1,636 | $3,448-52.5% | $4,644-64.8% | $2,524-35.2% |
| Participant deferral / active EE | $7,912 | $6,975+13.4% | $6,842+15.6% | $4,232+86.9% |
| Admin fee / account holder | $2 | $152-98.5% | $9,309-100.0% | $114-98.0% |