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 |
|---|---|---|
CONCERT WEALTH MANAGEMENT1+ years Filed as: CONCERT WEALTH MGMT., INC. Service code 27 100 CHURCH ST. · HUNTSVILLE, AL 35801 | Advisory (Plan) | $27,907 |
DAILY ACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $13,979 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,341 | $52,884-2.9% | $84,750-39.4% | $55,167-6.9% |
| Participation rate | 83.0% | 67.5%+15.5pp | 76.6%+6.4pp | 69.0%+14.0pp |
| Annual return | 1.84% | 18.03%-16.2pp | 22.78%-20.9pp | 169.23%-167.4pp |
| Employer contribution / active EE | $623 | $2,233-72.1% | $3,574-82.6% | $1,963-68.3% |
| Participant deferral / active EE | $2,491 | $2,644-5.8% | $3,712-32.9% | $3,054-18.4% |
| Admin fee / account holder | $399 | $581-31.3% | $5,332-92.5% | $504-20.8% |