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) | $9,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,257 |
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 | $125,040 | $99,078+26.2% | $96,544+29.5% | $74,419+68.0% |
| Participation rate | 68.4% | 80.7%-12.2pp | 76.0%-7.5pp | 70.7%-2.3pp |
| Annual return | 20.11% | 22.48%-2.4pp | 25.84%-5.7pp | 34.38%-14.3pp |
| Employer contribution / active EE | $4,112 | $2,570+60.0% | $2,965+38.7% | $2,637+55.9% |
| Participant deferral / active EE | $6,497 | $4,933+31.7% | $4,851+33.9% | $4,528+43.5% |
| Admin fee / account holder | -$26 | $225-111.6% | $8,252-100.3% | $348-107.5% |