Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $43,303 |
STRATOS WEALTH PARTNERS3 years Service code 27 · EIN 27-5273468 | Advisory (Plan) | $23,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,017 | $89,465+30.8% | $164,866-29.0% | $77,671+50.7% |
| Participation rate | 31.2% | 78.6%-47.5pp | 78.6%-47.5pp | 70.6%-39.4pp |
| Annual return | 14.21% | 28.81%-14.6pp | 69.97%-55.8pp | 31.21%-17.0pp |
| Employer contribution / active EE | $815 | $2,568-68.3% | $4,343-81.2% | $2,726-70.1% |
| Participant deferral / active EE | $2,073 | $4,897-57.7% | $6,033-65.6% | $4,648-55.4% |
| Admin fee / account holder | $522 | $340+53.6% | $12,689-95.9% | $430+21.2% |