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 LLC4 years Service code 27 707 SKOKIE BLVD · NORTHBROOK, IL 60062 | Advisory (Plan) | $20,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $19,927 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,445 | $84,487+10.6% | $125,339-25.4% | $66,914+39.6% |
| Participation rate | 83.2% | 76.4%+6.7pp | 82.4%+0.8pp | 69.8%+13.4pp |
| Annual return | -14.14% | -8.39%-5.8pp | 572.05%-586.2pp | 1.58%-15.7pp |
| Employer contribution / active EE | $4,341 | $3,553+22.2% | $4,814-9.8% | $2,544+70.6% |
| Participant deferral / active EE | $10,929 | $6,781+61.2% | $7,446+46.8% | $4,237+157.9% |
| Admin fee / account holder | $178 | $685-74.0% | $10,010-98.2% | $593-70.0% |