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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,754 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,913 |
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 | $68,425 | $30,147+127.0% | $58,482+17.0% | $80,160-14.6% |
| Participation rate | 68.1% | 34.4%+33.7pp | 50.9%+17.2pp | 72.9%-4.9pp |
| Annual return | 19.13% | 21.97%-2.8pp | 4239.32%-4220.2pp | 40.38%-21.3pp |
| Employer contribution / active EE | $1,779 | $528+237.2% | $1,053+68.9% | $2,978-40.2% |
| Participant deferral / active EE | $3,398 | $1,249+172.0% | $1,924+76.6% | $5,017-32.3% |
| Admin fee / account holder | $23 | $195-88.3% | $2,516-99.1% | $145-84.3% |