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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2 years Filed as: SHERIDAN ROAD ADVISORS Service code 15 707 SKOKIE BLVD, SUITE 400 · NORTHBROOK, IL 60062 | Recordkeeping | $15,895 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,752 |
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 | $37,662 | $77,660-51.5% | $109,143-65.5% | $79,386-52.6% |
| Participation rate | 44.6% | 67.8%-23.2pp | 75.9%-31.2pp | 70.7%-26.1pp |
| Annual return | 14.61% | 23.44%-8.8pp | 25.75%-11.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,047 | $2,797-62.6% | $3,722-71.9% | $2,427-56.9% |
| Participant deferral / active EE | $1,812 | $3,518-48.5% | $4,653-61.1% | $4,046-55.2% |
| Admin fee / account holder | $258 | $732-64.7% | $6,752-96.2% | $626-58.7% |