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) | $5,396 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,686 | $56,443-36.8% | $83,848-57.4% | $55,725-36.0% |
| Participation rate | 23.7% | 72.0%-48.3pp | 76.1%-52.4pp | 70.9%-47.1pp |
| Annual return | -4.74% | 393.67%-398.4pp | 850.88%-855.6pp | 244.93%-249.7pp |
| Employer contribution / active EE | $652 | $2,682-75.7% | $3,631-82.0% | $2,078-68.6% |
| Participant deferral / active EE | $1,127 | $2,965-62.0% | $4,082-72.4% | $3,356-66.4% |
| Admin fee / account holder | $22 | $156-86.0% | $5,478-99.6% | $115-81.1% |