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 |
|---|---|---|
FINANCIAL CONCEPTS, INC.1 year Filed as: FINANCIAL CONCEPTS INC Service code 27 · EIN 41-1505971 | Advisory (Plan) | $12,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,060 |
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 | $95,358 | $57,384+66.2% | $106,387-10.4% | $56,287+69.4% |
| Participation rate | 71.4% | 71.3%+0.1pp | 77.5%-6.0pp | 69.9%+1.6pp |
| Annual return | -3.35% | 5.91%-9.3pp | 0.25%-3.6pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,425 | $2,348+3.3% | $3,520-31.1% | $2,111+14.9% |
| Participant deferral / active EE | $4,072 | $3,799+7.2% | $5,421-24.9% | $3,350+21.6% |
| Admin fee / account holder | $138 | $566-75.6% | $7,510-98.2% | $521-73.5% |