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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,377 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,976 |
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 | $102,573 | $72,254+42.0% | $86,677+18.3% | $64,808+58.3% |
| Participation rate | 67.6% | 80.4%-12.9pp | 76.6%-9.0pp | 71.5%-3.9pp |
| Annual return | -16.29% | 392.42%-408.7pp | 35.91%-52.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,825 | $2,393+59.9% | $2,836+34.9% | $2,506+52.7% |
| Participant deferral / active EE | $6,161 | $4,658+32.3% | $4,656+32.3% | $4,310+42.9% |
| Admin fee / account holder | $1 | $174-99.4% | $7,493-100.0% | $188-99.4% |