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) | $15,576 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,565 | $78,419+16.8% | $133,956-31.6% | $73,409+24.7% |
| Participation rate | 69.5% | 78.6%-9.1pp | 79.8%-10.4pp | 72.2%-2.7pp |
| Annual return | 13.43% | 33.35%-19.9pp | 45.09%-31.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,210 | $2,044-40.8% | $3,919-69.1% | $2,234-45.8% |
| Participant deferral / active EE | $2,943 | $3,925-25.0% | $5,048-41.7% | $3,805-22.7% |
| Admin fee / account holder | $64 | $161-60.1% | $8,927-99.3% | $158-59.2% |