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 3-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) | $5,284 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $116,620 | $101,317+15.1% | $146,958-20.6% | $74,495+56.5% |
| Participation rate | 56.8% | 75.5%-18.8pp | 82.2%-25.4pp | 67.2%-10.4pp |
| Annual return | 22.48% | 8730.91%-8708.4pp | 418.34%-395.9pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,162 | $7,303+66.5% | $8,070+50.7% | $4,346+179.9% |
| Admin fee / account holder | $33 | $1,739-98.1% | $12,998-99.7% | $1,942-98.3% |