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.5 years Filed as: STRATEGIC RESEARCH & MANAGEMENT COR Service code 27 6600 SW 92ND AVE STE 201 · PORTLAND, OR 972237142 | Advisory (Plan) | $43,243 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $38,194 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,004 | $52,208-57.9% | $86,612-74.6% | $74,419-70.4% |
| Participation rate | 65.8% | 66.3%-0.5pp | 71.7%-5.9pp | 70.7%-4.9pp |
| Annual return | 11.26% | 44.46%-33.2pp | 591.07%-579.8pp | 34.38%-23.1pp |
| Employer contribution / active EE | $1,567 | $2,282-31.4% | $3,022-48.2% | $2,637-40.6% |
| Participant deferral / active EE | $2,299 | $3,383-32.0% | $4,438-48.2% | $4,528-49.2% |
| Admin fee / account holder | $161 | $319-49.4% | $5,614-97.1% | $348-53.6% |