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) | $29,743 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,731 |
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.
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 | $59,073 | $105,247-43.9% | $87,100-32.2% | $77,787-24.1% |
| Participation rate | 52.2% | 85.8%-33.6pp | 76.9%-24.7pp | 73.2%-21.0pp |
| Annual return | 23.14% | 24.52%-1.4pp | 28.19%-5.1pp | 32.57%-9.4pp |
| Employer contribution / active EE | $1,129 | $2,895-61.0% | $2,521-55.2% | $2,504-54.9% |
| Participant deferral / active EE | $2,444 | $5,060-51.7% | $4,049-39.6% | $3,967-38.4% |
| Admin fee / account holder | $67 | $104-35.6% | $7,497-99.1% | $100-32.7% |