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 9-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.3 years Service code 27 · EIN 04-2654524 82 DEVONSHIRE ST. · BOSTON, MA 02109 | Advisory (Plan) | $15,362 |
Service code 60 · EIN 04-2647786 82 DEVONSHIRE ST. · BOSTON, MA 02109 | Sub-TA Fees | $175 |
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 | $136,121 | $75,388+80.6% | $123,544+10.2% | $55,725+144.3% |
| Participation rate | 95.6% | 75.7%+20.0pp | 82.3%+13.3pp | 70.9%+24.8pp |
| Annual return | -5.20% | 4.48%-9.7pp | 119.20%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,307 | $3,063+8.0% | $4,628-28.5% | $2,078+59.1% |
| Participant deferral / active EE | $9,808 | $5,651+73.6% | $6,426+52.6% | $3,356+192.3% |
| Admin fee / account holder | $46 | $120-61.6% | $9,284-99.5% | $115-60.1% |