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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,036 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,778 |
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 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 | $82,580 | $65,223+26.6% | $80,019+3.2% | $55,725+48.2% |
| Participation rate | 51.8% | 80.6%-28.7pp | 75.8%-24.0pp | 70.9%-19.0pp |
| Annual return | 11.24% | 7.59%+3.6pp | 11.22%0pp | 244.93%-233.7pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,097 | $3,881-46.0% | $3,686-43.1% | $3,356-37.5% |
| Admin fee / account holder | $74 | $114-34.9% | $6,521-98.9% | $115-35.4% |