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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,850 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,800 | $176,491-62.7% | $95,952-31.4% | $90,288-27.1% |
| Participation rate | 49.4% | 86.6%-37.1pp | 77.1%-27.6pp | 73.4%-23.9pp |
| Annual return | 16.34% | 20.14%-3.8pp | 91.61%-75.3pp | 53.97%-37.6pp |
| Employer contribution / active EE | $1,072 | $2,789-61.6% | $2,541-57.8% | $2,524-57.5% |
| Participant deferral / active EE | $2,386 | $5,340-55.3% | $4,167-42.7% | $4,232-43.6% |
| Admin fee / account holder | $74 | $154-51.7% | $6,795-98.9% | $114-34.8% |