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) | $19,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,275 |
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 | $100,350 | $91,372+9.8% | $129,995-22.8% | $74,419+34.8% |
| Participation rate | 66.7% | 77.8%-11.1pp | 78.5%-11.8pp | 70.7%-4.1pp |
| Annual return | 16.47% | 23.21%-6.7pp | -137.18%+153.6pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,350 | $2,563-47.3% | $4,320-68.8% | $2,637-48.8% |
| Participant deferral / active EE | $3,252 | $4,721-31.1% | $5,820-44.1% | $4,528-28.2% |
| Admin fee / account holder | $79 | $283-72.0% | $10,614-99.3% | $348-77.2% |