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 |
|---|---|---|
Filed as: STATHEROS FINANCIAL SOLUTIONS Service code 26 · EIN 84-2942542 | Advisory (Participants) | $33,459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,736 | $59,417-1.1% | $93,606-37.3% | $74,495-21.2% |
| Participation rate | 89.3% | 59.7%+29.7pp | 68.7%+20.6pp | 67.2%+22.1pp |
| Annual return | 14.49% | 81.83%-67.3pp | 133.20%-118.7pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,586 | $1,264+25.5% | $2,420-34.5% | $2,623-39.5% |
| Participant deferral / active EE | $2,782 | $3,050-8.8% | $4,411-36.9% | $4,346-36.0% |
| Admin fee / account holder | $271 | $3,021-91.0% | $8,285-96.7% | $1,942-86.1% |