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 10-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 |
|---|---|---|
Filed as: SHERIDAN ROAD FINANCIAL Service code 99 | Other Fees | $18,122 |
Filed as: DORSA CONSULTING SERVICES, INC. Service code 49 · EIN 26-4614358 | Other Services | $3,340 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: SHERIDAN ROAD ADVISORS, LLC Service code 99 · EIN 13-4284240 | Other Fees | $0 |
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 | $68,820 | $84,936-19.0% | $111,297-38.2% | $79,386-13.3% |
| Participation rate | 58.7% | 75.9%-17.2pp | 77.3%-18.7pp | 70.7%-12.0pp |
| Annual return | 12.63% | 17.45%-4.8pp | 54.65%-42.0pp | 116.85%-104.2pp |
| Employer contribution / active EE | $628 | $1,979-68.3% | $2,731-77.0% | $2,427-74.1% |
| Participant deferral / active EE | $3,047 | $3,888-21.6% | $4,487-32.1% | $4,046-24.7% |
| Admin fee / account holder | $27 | $537-94.9% | $7,964-99.7% | $626-95.6% |