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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,639 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,115 | $69,823+30.5% | $77,163+18.1% | $74,419+22.4% |
| Participation rate | 58.2% | 70.0%-11.8pp | 69.6%-11.4pp | 70.7%-12.5pp |
| Annual return | 16.69% | 19.98%-3.3pp | 37.87%-21.2pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,542 | $2,150-28.3% | $2,535-39.2% | $2,637-41.5% |
| Participant deferral / active EE | $5,063 | $3,558+42.3% | $3,833+32.1% | $4,528+11.8% |
| Admin fee / account holder | $76 | $398-81.0% | $5,472-98.6% | $348-78.3% |