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.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Advisory (Plan) | $8,005 |
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 | $122,236 | $80,753+51.4% | $136,294-10.3% | $62,292+96.2% |
| Participation rate | 94.2% | 73.5%+20.7pp | 81.9%+12.3pp | 69.5%+24.7pp |
| Annual return | 19.32% | 35.83%-16.5pp | 5155.94%-5136.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,370 | $2,884-17.8% | $4,695-49.5% | $2,042+16.0% |
| Participant deferral / active EE | $9,947 | $5,164+92.6% | $6,247+59.2% | $3,169+213.9% |
| Admin fee / account holder | $54 | $525-89.8% | $9,243-99.4% | $479-88.8% |