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 ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,732 |
Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,179 | $48,750+89.1% | $88,946+3.6% | $74,304+24.1% |
| Participation rate | 66.9% | 44.5%+22.4pp | 68.8%-2.0pp | 60.3%+6.5pp |
| Annual return | 18.25% | 25.91%-7.7pp | 57.82%-39.6pp | 29.43%-11.2pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,651 | $2,423+257.0% | $4,581+88.8% | $3,767+129.6% |
| Admin fee / account holder | $31 | $3,756-99.2% | $8,261-99.6% | $2,969-99.0% |