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 |
|---|---|---|
Filed as: SHERIDAN ROAD ADVISORS Service code 15 707 SKOKIE BLVD, SUITE 400 · NORTHBROOK, IL 60062 | Recordkeeping | $11,021 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,311 | $69,362-50.5% | $101,248-66.1% | $73,488-53.3% |
| Participation rate | 38.0% | 68.4%-30.4pp | 75.8%-37.8pp | 70.7%-32.7pp |
| Annual return | 17.61% | 18.46%-0.9pp | 46.47%-28.9pp | 28.51%-10.9pp |
| Employer contribution / active EE | $930 | $2,628-64.6% | $3,660-74.6% | $2,270-59.0% |
| Participant deferral / active EE | $1,699 | $3,300-48.5% | $4,370-61.1% | $3,740-54.6% |
| Admin fee / account holder | $201 | $704-71.4% | $5,945-96.6% | $513-60.8% |