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.5 years Service code 27 · EIN 04-2654524 82 DEVONSHIRE ST. · BOSTON, MA 02109 | Advisory (Plan) | $5,520 |
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 | $145,248 | $104,317+39.2% | $159,436-8.9% | $86,799+67.3% |
| Participation rate | 61.4% | 77.7%-16.3pp | 82.8%-21.5pp | 72.3%-10.9pp |
| Annual return | 17.89% | 26.32%-8.4pp | 263.57%-245.7pp | 97.91%-80.0pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,853 | $6,837-29.0% | $7,352-34.0% | $4,131+17.5% |
| Admin fee / account holder | -$108 | $172-162.9% | $10,799-101.0% | $170-163.8% |