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.4 years Filed as: STRATEGIC RESEARCH & MANAGEMENT COR Service code 12 6600 SW 92ND AVE STE 201 · PORTLAND, OR 972237142 | Direct payment from the plan; Claims ... | $39,117 |
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $35,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $22,908 | $47,722-52.0% | $82,719-72.3% | $64,808-64.7% |
| Participation rate | 58.1% | 67.6%-9.5pp | 72.6%-14.5pp | 71.5%-13.4pp |
| Annual return | -17.85% | -13.05%-4.8pp | 701.18%-719.0pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,217 | $2,179-44.1% | $3,009-59.5% | $2,506-51.4% |
| Participant deferral / active EE | $1,863 | $3,329-44.0% | $4,395-57.6% | $4,310-56.8% |
| Admin fee / account holder | $185 | $143+29.3% | $5,329-96.5% | $188-1.5% |