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) | $5,110 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,563 |
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 | $60,362 | $45,324+33.2% | $122,332-50.7% | $69,631-13.3% |
| Participation rate | 55.8% | 59.9%-4.2pp | 71.6%-15.9pp | 70.7%-14.9pp |
| Annual return | 21.54% | 25.35%-3.8pp | 30.27%-8.7pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $1,116 | $1,230-9.2% | $4,050-72.5% | $2,032-45.1% |
| Participant deferral / active EE | $2,571 | $2,367+8.6% | $3,287-21.8% | $3,224-20.3% |
| Admin fee / account holder | $26 | $87-69.6% | $5,478-99.5% | $110-76.0% |