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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $214,669 |
Service code 26 · EIN 33-0905143 | Advisory (Participants) | $75,833 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,869 | $111,072-38.0% | $156,263-55.9% | $102,872-33.1% |
| Participation rate | 60.8% | 80.1%-19.3pp | 78.9%-18.1pp | 73.0%-12.2pp |
| Annual return | 24.86% | 16.98%+7.9pp | 59.47%-34.6pp | 19.06%+5.8pp |
| Employer contribution / active EE | $1,925 | $4,017-52.1% | $4,333-55.6% | $3,526-45.4% |
| Participant deferral / active EE | $4,861 | $5,455-10.9% | $6,158-21.1% | $5,535-12.2% |
| Admin fee / account holder | $157 | $120+30.2% | $14,255-98.9% | $292-46.4% |