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 |
|---|---|---|
Service code 16 · EIN 04-2647786 | Consulting | $481,924 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,449 |
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 | $60,157 | $100,545-40.2% | $110,238-45.4% | $73,367-18.0% |
| Participation rate | 61.1% | 67.8%-6.7pp | 79.8%-18.7pp | 69.5%-8.3pp |
| Annual return | -3.57% | -1.49%-2.1pp | 314.74%-318.3pp | 173.45%-177.0pp |
| Employer contribution / active EE | $1,675 | $2,405-30.4% | $3,826-56.2% | $2,499-33.0% |
| Participant deferral / active EE | $3,208 | $3,439-6.7% | $4,672-31.3% | $4,033-20.5% |
| Admin fee / account holder | $56 | $81-30.6% | $8,547-99.3% | $68-18.1% |