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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,462 |
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 | $53,651 | $67,598-20.6% | $75,886-29.3% | $77,787-31.0% |
| Participation rate | 69.2% | 69.6%-0.4pp | 69.3%-0.1pp | 73.2%-4.0pp |
| Annual return | 23.14% | 23.18%0pp | 30.76%-7.6pp | 32.57%-9.4pp |
| Employer contribution / active EE | $1,098 | $2,430-54.8% | $2,500-56.1% | $2,504-56.2% |
| Participant deferral / active EE | $2,338 | $3,502-33.2% | $3,603-35.1% | $3,967-41.1% |
| Admin fee / account holder | $30 | $96-68.7% | $5,418-99.4% | $100-69.8% |