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 FINANCIAL Service code 99 · EIN 13-4284240 707 SKOKIE BOULEVARD, SUITE 400 · NORTHBROOK, IL 60062 | Other Fees | $11,073 |
DORSA CONSULTING SERVICES2 years Filed as: DORSA CONSULTING SERVICES, INC. Service code 49 · EIN 26-4614358 P.O. BOX 720159 · SANDY SPRINGS, GA 30358 | Other Services | $4,253 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 ONE ORANGE WAY · WINDSOR, CT 06095 | Advisory (Participants) | $8 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,457 | $65,435-13.7% | $86,677-34.9% | $66,914-15.6% |
| Participation rate | 56.2% | 75.5%-19.3pp | 76.6%-20.4pp | 69.8%-13.6pp |
| Annual return | -14.93% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $611 | $2,153-71.6% | $2,836-78.5% | $2,544-76.0% |
| Participant deferral / active EE | $3,061 | $4,100-25.3% | $4,656-34.2% | $4,237-27.7% |
| Admin fee / account holder | $51 | $642-92.0% | $7,493-99.3% | $593-91.3% |