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 GROUP4 years Filed as: THE CONCORD ADVISORY GROUP, LTD. Service code 16 · EIN 22-3039644 | Consulting | $211,881 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$195,689 |
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 | $112,545 | $122,186-7.9% | $146,958-23.4% | $199,593-43.6% |
| Participation rate | 90.1% | 78.3%+11.8pp | 82.2%+7.9pp | 72.0%+18.1pp |
| Annual return | 17.31% | 30.56%-13.3pp | 418.34%-401.0pp | 34.25%-16.9pp |
| Employer contribution / active EE | $2,022 | $4,093-50.6% | $4,933-59.0% | $3,034-33.4% |
| Participant deferral / active EE | $9,606 | $8,502+13.0% | $8,070+19.0% | $5,087+88.8% |
| Admin fee / account holder | $3 | $179-98.5% | $12,998-100.0% | $269-99.0% |