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.4 years Service code 27 · EIN 04-2654524 82 DEVONSHIRE ST. · BOSTON, MA 02109 | Advisory (Plan) | $3,941 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,498 | $100,801+26.5% | $149,696-14.8% | $73,409+73.7% |
| Participation rate | 66.5% | 77.7%-11.2pp | 82.5%-16.0pp | 72.2%-5.7pp |
| Annual return | 18.30% | 265.34%-247.0pp | 276.60%-258.3pp | 59.29%-41.0pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,325 | $6,404-32.5% | $6,842-36.8% | $3,805+13.7% |
| Admin fee / account holder | $19 | $181-89.4% | $9,309-99.8% | $158-87.8% |