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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,283 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,188 |
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 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 | $79,141 | $39,819+98.8% | $67,834+16.7% | $57,658+37.3% |
| Participation rate | 25.4% | 61.2%-35.8pp | 68.8%-43.4pp | 70.2%-44.8pp |
| Annual return | 7.93% | 9.19%-1.3pp | 138.47%-130.5pp | 5.13%+2.8pp |
| Employer contribution / active EE | $88 | $1,277-93.1% | $2,403-96.3% | $1,974-95.5% |
| Participant deferral / active EE | $1,946 | $2,209-11.9% | $3,160-38.4% | $3,061-36.4% |
| Admin fee / account holder | $60 | $84-28.7% | $4,622-98.7% | $95-36.9% |