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 37 · EIN 04-2647786 | Loan Processing | $38,309 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $26,857 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL INV ADV SERV Service code 27 · EIN 82-2966199 | Advisory (Plan) | $8,904 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,322 | $62,928+2.2% | $172,739-62.8% | $67,579-4.8% |
| Participation rate | 82.4% | 64.5%+18.0pp | 82.6%-0.2pp | 71.3%+11.1pp |
| Annual return | 20.91% | 30.36%-9.4pp | 802.84%-781.9pp | 378.56%-357.6pp |
| Employer contribution / active EE | $1,623 | $1,636-0.8% | $5,143-68.5% | $2,148-24.5% |
| Participant deferral / active EE | $4,084 | $2,145+90.4% | $5,198-21.4% | $3,539+15.4% |
| Admin fee / account holder | $248 | $167+48.7% | $13,954-98.2% | $142+74.1% |