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 WEALTH PARTNERS4 years Filed as: STRATEGIC WEALTH PARTNERS GROUP Service code 27 · EIN 47-2046833 | Advisory (Plan) | $53,652 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,636 |
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 | $178,893 | $93,571+91.2% | $135,903+31.6% | $75,163+138.0% |
| Participation rate | 97.9% | 75.2%+22.8pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 16.78% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,284 | $3,537-35.4% | $4,856-53.0% | $2,670-14.5% |
| Participant deferral / active EE | $12,654 | $6,404+97.6% | $7,758+63.1% | $4,125+206.7% |
| Admin fee / account holder | $624 | $6,975-91.0% | $10,762-94.2% | $5,651-89.0% |