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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,736 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,207 | $80,211-21.2% | $74,183-14.8% | $63,975-1.2% |
| Participation rate | 65.3% | 84.2%-18.8pp | 76.6%-11.3pp | 71.1%-5.8pp |
| Annual return | 8.24% | 14.13%-5.9pp | 17.74%-9.5pp | 48.65%-40.4pp |
| Employer contribution / active EE | $829 | $2,553-67.5% | $2,370-65.0% | $2,182-62.0% |
| Participant deferral / active EE | $1,535 | $4,370-64.9% | $3,550-56.7% | $3,356-54.3% |
| Admin fee / account holder | $46 | $67-31.8% | $5,586-99.2% | $70-35.0% |