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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | $82,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $31,211 | $84,572-63.1% | $68,791-54.6% | $78,044-60.0% |
| Participation rate | 55.5% | 73.3%-17.8pp | 69.0%-13.5pp | 74.4%-18.9pp |
| Annual return | -20.69% | -13.88%-6.8pp | -6.38%-14.3pp | 10.87%-31.6pp |
| Employer contribution / active EE | $1,186 | $3,358-64.7% | $2,655-55.3% | $3,125-62.0% |
| Participant deferral / active EE | $2,697 | $4,666-42.2% | $3,941-31.6% | $5,084-47.0% |
| Admin fee / account holder | $38 | $90-57.5% | $4,932-99.2% | $79-51.8% |