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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,370 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,035 | $88,324-32.0% | $115,037-47.8% | $55,191+8.8% |
| Participation rate | 53.0% | 72.5%-19.5pp | 81.4%-28.4pp | 69.2%-16.2pp |
| Annual return | 1.62% | 6.30%-4.7pp | 26.14%-24.5pp | 10.78%-9.2pp |
| Employer contribution / active EE | $429 | $2,805-84.7% | $4,608-90.7% | $1,899-77.4% |
| Participant deferral / active EE | $4,261 | $5,042-15.5% | $6,026-29.3% | $3,046+39.9% |
| Admin fee / account holder | $62 | $105-40.8% | $8,175-99.2% | $91-31.3% |