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.9+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $27,516 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,132 | $107,459+11.8% | $135,903-11.6% | $80,160+49.9% |
| Participation rate | 59.7% | 78.0%-18.4pp | 81.9%-22.2pp | 72.9%-13.2pp |
| Annual return | 17.77% | 91.91%-74.1pp | 68.23%-50.5pp | 40.38%-22.6pp |
| Employer contribution / active EE | $6,140 | $3,877+58.4% | $4,856+26.4% | $2,978+106.2% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $15 | $127-88.5% | $10,762-99.9% | $145-89.9% |