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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,505 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,151 |
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 | $83,254 | $89,436-6.9% | $164,813-49.5% | $77,643+7.2% |
| Participation rate | 63.3% | 78.6%-15.3pp | 78.6%-15.3pp | 70.6%-7.3pp |
| Annual return | 15.03% | 28.83%-13.8pp | 69.93%-54.9pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,754 | $2,569+7.2% | $4,341-36.6% | $2,726+1.0% |
| Participant deferral / active EE | $6,558 | $4,897+33.9% | $6,031+8.7% | $4,647+41.1% |
| Admin fee / account holder | $61 | $339-81.9% | $12,690-99.5% | $430-85.8% |