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 5-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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,187 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,550 | $29,548+33.8% | $56,411-29.9% | $77,643-49.1% |
| Participation rate | 37.9% | 32.7%+5.2pp | 52.5%-14.6pp | 70.6%-32.7pp |
| Annual return | 16.89% | 19.01%-2.1pp | 1701.33%-1684.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $1,367 | $568+140.8% | $1,039+31.6% | $2,726-49.9% |
| Participant deferral / active EE | $2,192 | $1,061+106.7% | $1,952+12.3% | $4,647-52.8% |
| Admin fee / account holder | $47 | $1,046-95.5% | $2,829-98.3% | $430-89.1% |