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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,192 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $103,245 | $37,393+176.1% | $77,024+34.0% | $66,914+54.3% |
| Participation rate | 50.7% | 52.9%-2.1pp | 67.9%-17.2pp | 69.8%-19.1pp |
| Annual return | -17.37% | -3.29%-14.1pp | 42.32%-59.7pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,298 | $2,617-12.2% | $4,426-48.1% | $4,237-45.8% |
| Admin fee / account holder | $116 | $567-79.6% | $5,425-97.9% | $593-80.5% |