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 ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,726 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $33,919 | $99,628-66.0% | $105,218-67.8% | $59,188-42.7% |
| Participation rate | 53.7% | 80.5%-26.7pp | 77.2%-23.5pp | 69.4%-15.7pp |
| Annual return | 1.16% | 3.21%-2.1pp | 5.33%-4.2pp | 5.51%-4.4pp |
| Employer contribution / active EE | $901 | $2,454-63.3% | $3,255-72.3% | $2,098-57.0% |
| Participant deferral / active EE | $1,784 | $4,189-57.4% | $4,867-63.3% | $3,265-45.4% |
| Admin fee / account holder | $33 | $62-46.7% | $6,992-99.5% | $92-63.9% |