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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $63,356 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,273 |
Service code 10 · EIN 72-1396621 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,376 | $67,512-77.2% | $185,823-91.7% | $93,030-83.5% |
| Participation rate | 58.9% | 67.1%-8.2pp | 81.7%-22.8pp | 73.9%-15.0pp |
| Annual return | 13.96% | 21.04%-7.1pp | 122.05%-108.1pp | 158.70%-144.7pp |
| Employer contribution / active EE | $705 | $1,783-60.5% | $5,167-86.4% | $2,706-74.0% |
| Participant deferral / active EE | $1,308 | $3,035-56.9% | $5,568-76.5% | $4,562-71.3% |
| Admin fee / account holder | $78 | $318-75.4% | $16,237-99.5% | $152-48.4% |