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.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,166 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,041 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,792 | $91,407+33.2% | $135,903-10.4% | $71,457+70.4% |
| Participation rate | 68.2% | 75.7%-7.5pp | 81.9%-13.7pp | 67.9%+0.3pp |
| Annual return | 15.65% | 29.90%-14.2pp | 68.23%-52.6pp | 28.85%-13.2pp |
| Employer contribution / active EE | $2,728 | $3,703-26.3% | $4,856-43.8% | $2,588+5.4% |
| Participant deferral / active EE | $6,030 | $7,092-15.0% | $7,758-22.3% | $4,289+40.6% |
| Admin fee / account holder | $99 | $1,266-92.2% | $10,762-99.1% | $1,587-93.8% |