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 GROUP3 years Filed as: THE CONCORD ADVISORY GROUP, LTD. Service code 16 · EIN 22-3039644 | Consulting | $200,182 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$184,708 |
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 | $93,319 | $107,459-13.2% | $135,903-31.3% | $80,160+16.4% |
| Participation rate | 93.2% | 78.0%+15.1pp | 81.9%+11.2pp | 72.9%+20.2pp |
| Annual return | 24.41% | 91.91%-67.5pp | 68.23%-43.8pp | 40.38%-16.0pp |
| Employer contribution / active EE | $1,838 | $3,877-52.6% | $4,856-62.2% | $2,978-38.3% |
| Participant deferral / active EE | $9,803 | $8,195+19.6% | $7,758+26.4% | $5,017+95.4% |
| Admin fee / account holder | $2 | $127-98.1% | $10,762-100.0% | $145-98.3% |