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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,439 | $47,898-1.0% | $117,472-59.6% | $64,808-26.8% |
| Participation rate | 49.0% | 61.9%-12.9pp | 70.6%-21.6pp | 71.5%-22.5pp |
| Annual return | -18.99% | -15.54%-3.4pp | 29.74%-48.7pp | 32.82%-51.8pp |
| Employer contribution / active EE | $903 | $1,774-49.1% | $4,176-78.4% | $2,506-64.0% |
| Participant deferral / active EE | $2,441 | $3,151-22.5% | $4,070-40.0% | $4,310-43.4% |
| Admin fee / account holder | $49 | $132-62.6% | $5,645-99.1% | $188-73.8% |