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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB RETIREMENT & WEALTH MANAGEMENT Service code 13 | Contract Administrator | $67,268 |
Service code 33 · EIN 47-1411118 | Securities brokerage; Other fees | $50,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 10 | Accounting | $15,014 |
RPW SOLUTIONS LLC2 years 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 | $468,706 | $101,317+362.6% | $146,958+218.9% | $74,495+529.2% |
| Participation rate | 90.4% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.2pp |
| Annual return | 15.50% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $16,877 | $7,303+131.1% | $8,070+109.1% | $4,346+288.3% |
| Admin fee / account holder | $767 | $1,739-55.9% | $12,998-94.1% | $1,942-60.5% |