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 PARTNERS2 years Service code 27 · EIN 27-5273468 | Advisory (Plan) | $95,684 |
EMPLOYEE PLAN COMPLIANCE COMPANY7+ years Service code 15 · EIN 72-0837456 | Recordkeeping | $13,922 |
Filed as: PRUDENTIAL RETIRE INSUR AND ANNUITY Service code 15 · EIN 06-1050034 | Recordkeeping | $3,692 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,733 | $93,131-9.0% | $106,548-20.5% | $86,799-2.4% |
| Participation rate | 93.7% | 81.4%+12.2pp | 76.1%+17.5pp | 72.3%+21.4pp |
| Annual return | 11.57% | 19.45%-7.9pp | 26.80%-15.2pp | 97.91%-86.3pp |
| Employer contribution / active EE | $4,279 | $2,895+47.8% | $2,819+51.8% | $2,405+77.9% |
| Participant deferral / active EE | $3,172 | $4,708-32.6% | $4,398-27.9% | $4,131-23.2% |
| Admin fee / account holder | $0 | $145-100.0% | $7,407-100.0% | $170-100.0% |