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 | $34,026 |
STRATEGIC RETIREMENT PLANS7+ years Service code 26 · EIN 16-1171298 | Advisory (Participants) | $21,794 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,888 | $51,197-57.2% | $82,719-73.5% | $66,914-67.3% |
| Participation rate | 60.6% | 67.8%-7.2pp | 72.6%-11.9pp | 69.8%-9.2pp |
| Annual return | -14.23% | -9.64%-4.6pp | 701.18%-715.4pp | 1.58%-15.8pp |
| Employer contribution / active EE | $210 | $2,611-92.0% | $3,009-93.0% | $2,544-91.8% |
| Participant deferral / active EE | $1,511 | $3,458-56.3% | $4,395-65.6% | $4,237-64.3% |
| Admin fee / account holder | $292 | $416-29.7% | $5,329-94.5% | $593-50.7% |