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 33 · EIN 47-1411118 | Securities brokerage; Other fees | $50,000 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB RETIREMENT & WEALTH MANAGEMENT Service code 13 | Contract Administrator | $46,954 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 | Accounting | $14,300 |
RPW SOLUTIONS LLC1 year Service code 13 | Contract Administrator | $9,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $402,615 | $91,407+340.5% | $135,903+196.3% | $71,457+463.4% |
| Participation rate | 87.8% | 75.7%+12.2pp | 81.9%+5.9pp | 67.9%+19.9pp |
| Annual return | 18.99% | 29.90%-10.9pp | 68.23%-49.2pp | 28.85%-9.9pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $16,802 | $7,092+136.9% | $7,758+116.6% | $4,289+291.8% |
| Admin fee / account holder | $627 | $1,266-50.4% | $10,762-94.2% | $1,587-60.5% |