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 6-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 LLC2 years Filed as: HUB INVESTMENT ADVISORS INC Service code 27 · EIN 20-1113894 | Advisory (Plan) | $26,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,657 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,956 | $69,477+58.3% | $94,646+16.2% | $71,457+53.9% |
| Participation rate | 98.0% | 78.4%+19.6pp | 80.8%+17.2pp | 67.9%+30.1pp |
| Annual return | 18.54% | 29.66%-11.1pp | 156.71%-138.2pp | 28.85%-10.3pp |
| Employer contribution / active EE | $4,725 | $2,853+65.6% | $3,672+28.7% | $2,588+82.6% |
| Participant deferral / active EE | $8,340 | $7,345+13.6% | $7,418+12.4% | $4,289+94.5% |
| Admin fee / account holder | $68 | $1,210-94.4% | $7,231-99.1% | $1,587-95.7% |