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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,825 |
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 | $120,893 | $92,055+31.3% | $106,213+13.8% | $77,643+55.7% |
| Participation rate | 52.4% | 81.0%-28.6pp | 75.3%-22.9pp | 70.6%-18.1pp |
| Annual return | 27.48% | 17.91%+9.6pp | 116.14%-88.7pp | 31.24%-3.8pp |
| Employer contribution / active EE | $0 | $3,367-100.0% | $3,171-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,410 | $5,386-36.7% | $5,016-32.0% | $4,647-26.6% |
| Admin fee / account holder | $118 | $219-46.2% | $11,033-98.9% | $430-72.6% |