See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INVESTMENT ADVISORS INC Service code 27 · EIN 20-1113894 | Advisory (Plan) | $32,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,451 | $79,013+61.3% | $100,391+27.0% | $74,495+71.1% |
| Participation rate | 96.3% | 79.5%+16.8pp | 81.5%+14.8pp | 67.2%+29.1pp |
| Annual return | 13.77% | 20.41%-6.6pp | 49.20%-35.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $4,974 | $3,021+64.6% | $3,942+26.2% | $2,623+89.6% |
| Participant deferral / active EE | $8,698 | $7,760+12.1% | $8,082+7.6% | $4,346+100.1% |
| Admin fee / account holder | $62 | $1,320-95.3% | $7,899-99.2% | $1,942-96.8% |