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.3 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Advisory (Plan) | $12,474 |
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 | $118,982 | $89,652+32.7% | $141,162-15.7% | $65,185+82.5% |
| Participation rate | 95.4% | 74.7%+20.7pp | 82.5%+12.9pp | 70.2%+25.2pp |
| Annual return | 23.19% | 32.79%-9.6pp | 71.39%-48.2pp | 29.38%-6.2pp |
| Employer contribution / active EE | $2,201 | $3,065-28.2% | $4,735-53.5% | $2,177+1.1% |
| Participant deferral / active EE | $9,072 | $5,691+59.4% | $6,709+35.2% | $3,514+158.2% |
| Admin fee / account holder | $70 | $569-87.6% | $10,261-99.3% | $847-91.7% |