See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Advisory (Plan) | $10,141 |
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 | $112,954 | $73,102+54.5% | $123,544-8.6% | $56,287+100.7% |
| Participation rate | 88.0% | 74.3%+13.7pp | 82.3%+5.7pp | 69.9%+18.2pp |
| Annual return | -5.88% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,474 | $2,977-16.9% | $4,628-46.5% | $2,111+17.2% |
| Participant deferral / active EE | $10,453 | $5,423+92.8% | $6,426+62.7% | $3,350+212.0% |
| Admin fee / account holder | $66 | $554-88.1% | $9,284-99.3% | $521-87.3% |