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 | $101,499+14.9% | $147,005-20.7% | $74,546+56.4% |
| Participation rate | 56.8% | 75.5%-18.8pp | 82.2%-25.4pp | 67.2%-10.5pp |
| Annual return | 22.48% | 8732.34%-8709.9pp | 418.76%-396.3pp | 1366.03%-1343.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $12,162 | $7,304+66.5% | $8,070+50.7% | $4,347+179.7% |
| Admin fee / account holder | $33 | $1,748-98.1% | $13,006-99.7% | $1,944-98.3% |