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) | $152,887 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,600 |
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 | $38,342 | $69,651-45.0% | $94,224-59.3% | $69,651-45.0% |
| Participation rate | 51.9% | 66.6%-14.7pp | 78.8%-26.9pp | 66.6%-14.7pp |
| Annual return | 1.51% | 53.77%-52.3pp | 10.68%-9.2pp | 53.77%-52.3pp |
| Employer contribution / active EE | $1,002 | $2,241-55.3% | $3,587-72.1% | $2,241-55.3% |
| Participant deferral / active EE | $1,775 | $3,635-51.2% | $4,320-58.9% | $3,635-51.2% |
| Admin fee / account holder | $32 | $63-49.6% | $6,269-99.5% | $63-49.6% |