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 9-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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,068 |
Service code 37 · EIN 04-2647786 | Loan Processing | $819 |
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 | $163,962 | $101,499+61.5% | $147,005+11.5% | $74,546+119.9% |
| Participation rate | 67.1% | 75.5%-8.4pp | 82.2%-15.0pp | 67.2%-0.1pp |
| Annual return | 15.23% | 8732.34%-8717.1pp | 418.76%-403.5pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $820 | $3,811-78.5% | $4,934-83.4% | $2,624-68.8% |
| Participant deferral / active EE | $10,383 | $7,304+42.2% | $8,070+28.7% | $4,347+138.8% |
| Admin fee / account holder | $31 | $1,748-98.2% | $13,006-99.8% | $1,944-98.4% |