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) | $7,337 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,841 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,626 | $42,353+52.6% | $79,550-18.8% | $64,808-0.3% |
| Participation rate | 45.9% | 64.8%-18.8pp | 69.5%-23.6pp | 71.5%-25.5pp |
| Annual return | -16.83% | -12.24%-4.6pp | 0.16%-17.0pp | 32.82%-49.6pp |
| Employer contribution / active EE | $308 | $1,181-73.9% | $2,413-87.2% | $2,506-87.7% |
| Participant deferral / active EE | $2,963 | $3,170-6.5% | $3,985-25.6% | $4,310-31.2% |
| Admin fee / account holder | $26 | $160-83.8% | $6,832-99.6% | $188-86.2% |