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 PARTNERS2 years Filed as: STRATOS WEALTH PARTNERS, LTD Service code 27 · EIN 27-5273468 | Advisory (Plan) | $25,537 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,949 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,857 | $88,083+107.6% | $164,813+10.9% | $74,495+145.5% |
| Participation rate | 93.0% | 73.0%+20.0pp | 78.6%+14.4pp | 67.2%+25.8pp |
| Annual return | 14.15% | 17.26%-3.1pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $4,395 | $2,593+69.5% | $4,341+1.2% | $2,623+67.5% |
| Participant deferral / active EE | $9,378 | $4,498+108.5% | $6,031+55.5% | $4,346+115.8% |
| Admin fee / account holder | $185 | $2,234-91.7% | $12,690-98.5% | $1,942-90.5% |