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.6 years Service code 27 · EIN 04-2654524 82 DEVONSHIRE ST. · BOSTON, MA 02109 | Advisory (Plan) | $8,945 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,461 | $82,202+31.9% | $125,339-13.5% | $64,808+67.4% |
| Participation rate | 60.9% | 77.9%-17.0pp | 82.4%-21.5pp | 71.5%-10.6pp |
| Annual return | -19.31% | 3.48%-22.8pp | 572.05%-591.4pp | 32.82%-52.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,386 | $7,175-38.9% | $7,446-41.1% | $4,310+1.8% |
| Admin fee / account holder | -$107 | $163-165.7% | $10,010-101.1% | $188-157.1% |