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 PARTNERS3 years Service code 27 · EIN 27-5273468 | Advisory (Plan) | $96,910 |
Filed as: PRUDENTIAL RETIRE INSUR AND ANNUITY Service code 15 · EIN 06-1050034 | Recordkeeping | $3,598 |
EMPLOYEE PLAN COMPLIANCE COMPANY8+ years Service code 15 · EIN 72-0837456 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,391 | $81,908-11.6% | $90,749-20.2% | $64,808+11.7% |
| Participation rate | 90.1% | 80.5%+9.6pp | 75.7%+14.4pp | 71.5%+18.6pp |
| Annual return | -13.83% | -12.53%-1.3pp | -12.16%-1.7pp | 32.82%-46.7pp |
| Employer contribution / active EE | $4,425 | $3,065+44.4% | $2,921+51.5% | $2,506+76.6% |
| Participant deferral / active EE | $3,343 | $4,840-30.9% | $4,564-26.8% | $4,310-22.4% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |