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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,948 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,150 |
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 | $46,642 | $46,219+0.9% | $89,391-47.8% | $90,288-48.3% |
| Participation rate | 10.3% | 44.9%-34.6pp | 68.0%-57.7pp | 73.4%-63.0pp |
| Annual return | 26.90% | 25.71%+1.2pp | 245.62%-218.7pp | 53.97%-27.1pp |
| Employer contribution / active EE | $431 | $953-54.8% | $2,586-83.3% | $2,524-82.9% |
| Participant deferral / active EE | $985 | $2,136-53.9% | $3,890-74.7% | $4,232-76.7% |
| Admin fee / account holder | $27 | $147-81.5% | $4,881-99.4% | $114-76.1% |