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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,531 | $66,457+51.3% | $81,382+23.5% | $77,643+29.5% |
| Participation rate | 48.8% | 68.7%-20.0pp | 69.5%-20.7pp | 70.6%-21.8pp |
| Annual return | 14.98% | 15.93%-1.0pp | 24.73%-9.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,223 | $2,159-43.4% | $2,463-50.3% | $2,726-55.1% |
| Participant deferral / active EE | $4,034 | $3,679+9.6% | $3,883+3.9% | $4,647-13.2% |
| Admin fee / account holder | $58 | $583-90.0% | $5,768-99.0% | $430-86.5% |