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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $15,818 |
STRATEGIC RETIREMENT PLANS1+ years Service code 26 · EIN 16-1171298 | Advisory (Participants) | $15,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,129 | $39,859-62.0% | $78,689-80.8% | $57,658-73.8% |
| Participation rate | 43.6% | 66.1%-22.5pp | 73.6%-29.9pp | 70.2%-26.6pp |
| Annual return | -0.34% | 18.96%-19.3pp | 62.18%-62.5pp | 5.13%-5.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $604 | $2,248-73.1% | $3,517-82.8% | $3,061-80.3% |
| Admin fee / account holder | $150 | $76+96.6% | $4,510-96.7% | $95+58.4% |