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 PARTNERS4 years Filed as: STRATOS WEALTH PARTNERS LTD Service code 27 · EIN 27-5273468 | Advisory (Plan) | $9,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,365 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,923 | $76,050+16.9% | $96,544-7.9% | $71,457+24.4% |
| Participation rate | 97.1% | 74.4%+22.7pp | 76.0%+21.1pp | 67.9%+29.2pp |
| Annual return | 15.64% | 22.81%-7.2pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $3,865 | $2,244+72.2% | $2,965+30.4% | $2,588+49.4% |
| Participant deferral / active EE | $2,515 | $4,215-40.3% | $4,851-48.2% | $4,289-41.4% |
| Admin fee / account holder | $55 | $2,707-98.0% | $8,252-99.3% | $1,587-96.5% |