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 3750 PARK EAST DR. STE. 200 · BEACHWOOD, OH 44122 | Advisory (Plan) | $22,910 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,735 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $768 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,956 | $81,248+126.4% | $155,509+18.3% | $80,856+127.5% |
| Participation rate | 98.4% | 66.2%+32.1pp | 78.2%+20.2pp | 67.6%+30.7pp |
| Annual return | 13.25% | 33.31%-20.1pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $14,306 | $3,100+361.5% | $4,672+206.2% | $2,755+419.3% |
| Participant deferral / active EE | $8,429 | $3,452+144.2% | $5,626+49.8% | $4,296+96.2% |
| Admin fee / account holder | $304 | $7,997-96.2% | $15,912-98.1% | $6,918-95.6% |