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 |
|---|---|---|
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $27,483 |
SHERIDAN ROAD ADVISORS LLC7+ years Filed as: SHERIDAN ROAD FINANCIAL, LLC Service code 26 707 SKOKIE BLVD., SUITE 400 · NORTHBROOK, IL 60062 | Advisory (Participants) | $15,689 |
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 | $63,339 | $58,347+8.6% | $85,682-26.1% | $86,799-27.0% |
| Participation rate | 31.8% | 64.9%-33.2pp | 69.9%-38.1pp | 72.3%-40.5pp |
| Annual return | 13.83% | 18.43%-4.6pp | 21.49%-7.7pp | 97.91%-84.1pp |
| Employer contribution / active EE | $613 | $1,751-65.0% | $2,618-76.6% | $2,405-74.5% |
| Participant deferral / active EE | $1,680 | $3,065-45.2% | $3,923-57.2% | $4,131-59.3% |
| Admin fee / account holder | $229 | $147+55.1% | $6,873-96.7% | $170+34.9% |