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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,038 |
STRATOS WEALTH PARTNERS1 year Service code 27 · EIN 27-5273468 | Advisory (Plan) | $21,361 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,778 | $77,899+96.1% | $149,673+2.1% | $75,163+103.3% |
| Participation rate | 97.1% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+30.0pp |
| Annual return | 15.14% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $13,978 | $3,137+345.5% | $4,818+190.1% | $2,670+423.6% |
| Participant deferral / active EE | $8,630 | $3,411+153.0% | $5,680+51.9% | $4,125+109.2% |
| Admin fee / account holder | $279 | $5,956-95.3% | $13,210-97.9% | $5,651-95.1% |