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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,770 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,937 |
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 | $76,188 | $185,342-58.9% | $111,297-31.5% | $86,799-12.2% |
| Participation rate | 51.8% | 81.0%-29.1pp | 77.3%-25.5pp | 72.3%-20.4pp |
| Annual return | 15.38% | 500.80%-485.4pp | 54.65%-39.3pp | 97.91%-82.5pp |
| Employer contribution / active EE | $1,312 | $2,246-41.6% | $2,731-52.0% | $2,405-45.4% |
| Participant deferral / active EE | $2,967 | $4,458-33.4% | $4,487-33.9% | $4,131-28.2% |
| Admin fee / account holder | $66 | $255-74.2% | $7,964-99.2% | $170-61.1% |