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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,476 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,031 |
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 | $109,730 | $82,972+32.2% | $103,374+6.1% | $77,671+41.3% |
| Participation rate | 56.8% | 71.5%-14.7pp | 74.5%-17.7pp | 70.6%-13.8pp |
| Annual return | 15.22% | 19.14%-3.9pp | 24.89%-9.7pp | 31.21%-16.0pp |
| Employer contribution / active EE | $1,977 | $3,554-44.4% | $3,869-48.9% | $2,726-27.5% |
| Participant deferral / active EE | $5,016 | $4,108+22.1% | $5,058-0.8% | $4,648+7.9% |
| Admin fee / account holder | $65 | $639-89.9% | $8,394-99.2% | $430-85.0% |