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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,850 |
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 | $30,003 | $34,242-12.4% | $76,523-60.8% | $75,289-60.1% |
| Participation rate | 8.8% | 43.9%-35.1pp | 68.0%-59.1pp | 72.4%-63.6pp |
| Annual return | 10.70% | -0.98%+11.7pp | -0.27%+11.0pp | -0.04%+10.7pp |
| Employer contribution / active EE | $339 | $975-65.2% | $2,647-87.2% | $2,405-85.9% |
| Participant deferral / active EE | $733 | $1,872-60.9% | $3,835-80.9% | $3,739-80.4% |
| Admin fee / account holder | $22 | $112-80.5% | $4,848-99.5% | $102-78.7% |