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 |
|---|---|---|
STRATOS WEALTH PARTNERS1 year Filed as: STRATOS WEALTH PARTNERS, LTD Service code 27 · EIN 27-5273468 | Advisory (Plan) | $21,206 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,298 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $711 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,024 | $82,978+94.1% | $129,995+23.9% | $71,457+125.3% |
| Participation rate | 95.2% | 74.1%+21.1pp | 78.5%+16.7pp | 67.9%+27.3pp |
| Annual return | 19.83% | 20.60%-0.8pp | -137.18%+157.0pp | 28.85%-9.0pp |
| Employer contribution / active EE | $4,346 | $2,622+65.8% | $4,320+0.6% | $2,588+67.9% |
| Participant deferral / active EE | $9,378 | $4,432+111.6% | $5,820+61.1% | $4,289+118.7% |
| Admin fee / account holder | $158 | $1,729-90.8% | $10,614-98.5% | $1,587-90.0% |