Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATOS WEALTH PARTNERS4 years Filed as: STRATOS WEALTH ADVISORS Service code 27 · EIN 81-2658157 | Advisory (Plan) | $69,614 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $41,369 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,125 | $46,325-17.7% | $143,788-73.5% | $64,814-41.2% |
| Participation rate | 98.2% | 64.2%+34.0pp | 80.3%+17.9pp | 71.5%+26.7pp |
| Annual return | -14.38% | -10.05%-4.3pp | -0.03%-14.4pp | 32.84%-47.2pp |
| Employer contribution / active EE | $4,659 | $1,911+143.8% | $4,952-5.9% | $2,507+85.9% |
| Participant deferral / active EE | $3,062 | $2,647+15.7% | $5,638-45.7% | $4,310-29.0% |
| Admin fee / account holder | $203 | $154+31.9% | $14,675-98.6% | $188+8.0% |