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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,658 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $57,328 | $63,321-9.5% | $68,791-16.7% | $77,904-26.4% |
| Participation rate | 46.8% | 71.1%-24.3pp | 69.0%-22.3pp | 73.7%-26.9pp |
| Annual return | -23.74% | -6.50%-17.2pp | -6.38%-17.4pp | 12.21%-35.9pp |
| Employer contribution / active EE | $1,550 | $2,794-44.5% | $2,655-41.6% | $2,848-45.6% |
| Participant deferral / active EE | $3,137 | $4,029-22.2% | $3,941-20.4% | $4,806-34.7% |
| Admin fee / account holder | $36 | $104-65.3% | $4,932-99.3% | $133-72.7% |