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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $174,792 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 27 · EIN 92-1819393 | Advisory (Plan) | $77,496 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,073 | $124,732-55.8% | $180,183-69.4% | $85,563-35.6% |
| Participation rate | 99.3% | 83.2%+16.1pp | 77.4%+21.9pp | 66.0%+33.3pp |
| Annual return | 15.66% | 17.73%-2.1pp | 27.86%-12.2pp | 31.51%-15.9pp |
| Employer contribution / active EE | $3,405 | $5,370-36.6% | $5,039-32.4% | $2,654+28.3% |
| Participant deferral / active EE | $5,694 | $7,763-26.7% | $6,822-16.5% | $4,375+30.1% |
| Admin fee / account holder | $553 | $294+88.4% | $19,975-97.2% | $834-33.7% |