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 |
|---|---|---|
STRATEGIC RETIREMENT PLANS3+ years Service code 26 · EIN 16-1171298 | Advisory (Participants) | $19,562 |
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $18,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,633 | $43,999-66.7% | $79,464-81.6% | $55,725-73.7% |
| Participation rate | 48.2% | 66.9%-18.8pp | 73.3%-25.2pp | 70.9%-22.7pp |
| Annual return | 8.04% | 1.81%+6.2pp | 718.14%-710.1pp | 244.93%-236.9pp |
| Employer contribution / active EE | $2 | $1,830-99.9% | $2,800-99.9% | $2,078-99.9% |
| Participant deferral / active EE | $805 | $2,538-68.3% | $3,704-78.3% | $3,356-76.0% |
| Admin fee / account holder | $140 | $118+19.3% | $5,113-97.3% | $115+21.8% |