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.3 years Service code 27 · EIN 04-2654524 82 DEVONSHIRE ST. · BOSTON, MA 02109 | Advisory (Plan) | $1,987 |
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $117,953 | $88,122+33.9% | $141,162-16.4% | $67,579+74.5% |
| Participation rate | 63.1% | 76.5%-13.4pp | 82.5%-19.4pp | 71.3%-8.2pp |
| Annual return | 25.74% | 75.40%-49.7pp | 71.39%-45.7pp | 378.56%-352.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,963 | $5,958-33.5% | $6,709-40.9% | $3,539+12.0% |
| Admin fee / account holder | $14 | $131-89.7% | $10,261-99.9% | $142-90.5% |