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 8-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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,913 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,269 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,709 | $56,503+57.0% | $70,092+26.6% | $64,808+36.9% |
| Participation rate | 58.5% | 70.5%-11.9pp | 70.5%-11.9pp | 71.5%-12.9pp |
| Annual return | -17.67% | -13.44%-4.2pp | 190.73%-208.4pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,436 | $2,046-29.8% | $2,559-43.9% | $2,506-42.7% |
| Participant deferral / active EE | $5,020 | $3,389+48.1% | $3,849+30.4% | $4,310+16.5% |
| Admin fee / account holder | $69 | $160-57.3% | $6,267-98.9% | $188-63.5% |