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 9-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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,030 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $113,920 | $66,310+71.8% | $93,606+21.7% | $65,185+74.8% |
| Participation rate | 61.9% | 74.0%-12.1pp | 75.8%-13.9pp | 70.2%-8.3pp |
| Annual return | 20.53% | 42.58%-22.1pp | 32.76%-12.2pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,574 | $2,012-21.8% | $2,718-42.1% | $2,177-27.7% |
| Participant deferral / active EE | $3,118 | $3,342-6.7% | $4,069-23.4% | $3,514-11.3% |
| Admin fee / account holder | $66 | $6,897-99.0% | $7,888-99.2% | $847-92.2% |