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.7 years Service code 27 · EIN 04-2654524 82 DEVONSHIRE ST. · BOSTON, MA 02109 | Advisory (Plan) | $9,036 |
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 | $119,382 | $95,274+25.3% | $135,903-12.2% | $74,419+60.4% |
| Participation rate | 59.4% | 78.2%-18.8pp | 81.9%-22.5pp | 70.7%-11.3pp |
| Annual return | 21.31% | 32.77%-11.5pp | 68.23%-46.9pp | 34.38%-13.1pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,649 | $7,782-40.3% | $7,758-40.1% | $4,528+2.7% |
| Admin fee / account holder | -$152 | $266-157.1% | $10,762-101.4% | $348-143.7% |