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 LLC2 years Filed as: SHERIDAN ROAD ADVISORS, LLC Service code 99 · EIN 13-4284240 | Other Fees | $16,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,049 | $73,638-19.8% | $95,952-38.5% | $73,488-19.6% |
| Participation rate | 58.9% | 76.2%-17.2pp | 77.1%-18.1pp | 70.7%-11.7pp |
| Annual return | 14.99% | 16.78%-1.8pp | 91.61%-76.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $568 | $1,863-69.5% | $2,541-77.6% | $2,270-75.0% |
| Participant deferral / active EE | $2,844 | $3,617-21.4% | $4,167-31.7% | $3,740-23.9% |
| Admin fee / account holder | $27 | $482-94.5% | $6,795-99.6% | $513-94.8% |