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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,736 |
Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
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 | $39,100 | $39,898-2.0% | $121,196-67.7% | $55,725-29.8% |
| Participation rate | 51.9% | 61.2%-9.3pp | 71.7%-19.8pp | 70.9%-18.9pp |
| Annual return | -4.88% | -0.96%-3.9pp | 16.93%-21.8pp | 244.93%-249.8pp |
| Employer contribution / active EE | $852 | $1,295-34.2% | $4,022-78.8% | $2,078-59.0% |
| Participant deferral / active EE | $1,881 | $2,439-22.9% | $3,344-43.8% | $3,356-44.0% |
| Admin fee / account holder | $20 | $95-78.6% | $5,019-99.6% | $115-82.3% |