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 WEALTH PARTNERS2 years Filed as: STRATEGIC WEALTH PARTNERS GROUP Service code 27 · EIN 47-2046833 | Advisory (Plan) | $57,314 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,229 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,863 | $104,475+71.2% | $159,436+12.2% | $79,386+125.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 14.06% | 67.95%-53.9pp | 263.57%-249.5pp | 116.85%-102.8pp |
| Employer contribution / active EE | $5,888 | $3,417+72.3% | $4,829+21.9% | $2,427+142.5% |
| Participant deferral / active EE | $11,621 | $6,467+79.7% | $7,352+58.1% | $4,046+187.3% |
| Admin fee / account holder | $678 | $711-4.7% | $10,799-93.7% | $626+8.2% |