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 |
|---|---|---|
STRATOS WEALTH PARTNERS3 years Filed as: STRATOS WEALTH PARTNERS LTD Service code 27 · EIN 27-5273468 | Advisory (Plan) | $12,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,611 | $65,435+23.2% | $86,677-7.0% | $66,914+20.5% |
| Participation rate | 88.4% | 75.5%+12.9pp | 76.6%+11.8pp | 69.8%+18.6pp |
| Annual return | -16.36% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $4,007 | $2,153+86.1% | $2,836+41.3% | $2,544+57.5% |
| Participant deferral / active EE | $2,357 | $4,100-42.5% | $4,656-49.4% | $4,237-44.4% |
| Admin fee / account holder | $95 | $642-85.2% | $7,493-98.7% | $593-84.0% |