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.3 years Filed as: STRATEGIC RESEARCH & MANAGEMENT COR Service code 12 6600 SW 92ND AVE STE 201 · PORTLAND, OR 972237142 | Claims processing; Direct payment fro... | $37,006 |
Service code 12 · EIN 48-1205033 | Claims processing; Sub-transfer agenc... | $33,718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,505 | $58,290-51.1% | $98,442-71.0% | $86,799-67.2% |
| Participation rate | 63.3% | 68.3%-5.0pp | 73.3%-10.1pp | 72.3%-9.0pp |
| Annual return | 18.98% | 43.48%-24.5pp | 1492.73%-1473.7pp | 97.91%-78.9pp |
| Employer contribution / active EE | $1,271 | $2,008-36.7% | $2,960-57.1% | $2,405-47.2% |
| Participant deferral / active EE | $1,801 | $3,152-42.9% | $4,276-57.9% | $4,131-56.4% |
| Admin fee / account holder | $209 | $138+51.9% | $5,949-96.5% | $170+23.4% |