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 PARTNERS1 year Filed as: STRATOS WEALTH ADVISORS Service code 27 · EIN 81-2658157 | Advisory (Plan) | $30,376 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,878 |
FLAGSHIP HARBOR ADVISORS2 years Filed as: FLAGSHIP FINANCIAL ADVISORS Service code 27 5200 MARYLAND WAY · BRENTWOOD, TN 37027 | Advisory (Plan) | $9,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,470 | $99,957-77.5% | $149,696-85.0% | $73,488-69.4% |
| Participation rate | 60.5% | 75.7%-15.2pp | 82.5%-22.0pp | 70.7%-10.2pp |
| Annual return | 35.35% | 53.87%-18.5pp | 276.60%-241.3pp | 28.51%+6.8pp |
| Employer contribution / active EE | $1,856 | $3,191-41.8% | $4,644-60.0% | $2,270-18.2% |
| Participant deferral / active EE | $3,499 | $6,073-42.4% | $6,842-48.9% | $3,740-6.4% |
| Admin fee / account holder | $300 | $551-45.5% | $9,309-96.8% | $513-41.5% |