See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $216,473 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 27 · EIN 59-1531281 | Advisory (Plan) | $40,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,085 | $76,173+5.1% | $81,382-1.6% | $199,593-59.9% |
| Participation rate | 94.1% | 76.3%+17.8pp | 69.5%+24.6pp | 72.0%+22.1pp |
| Annual return | 15.20% | 15.59%-0.4pp | 24.73%-9.5pp | 34.25%-19.0pp |
| Employer contribution / active EE | $3,351 | $2,792+20.0% | $2,463+36.1% | $3,034+10.4% |
| Participant deferral / active EE | $6,838 | $4,201+62.8% | $3,883+76.1% | $5,087+34.4% |
| Admin fee / account holder | $153 | $146+4.6% | $5,768-97.4% | $269-43.2% |