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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,683 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $34,484 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL INVESTMENT SERVIC Service code 27 · EIN 26-3188716 | Advisory (Plan) | $5,298 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,684 | $56,767-49.5% | $101,794-71.8% | $85,563-66.5% |
| Participation rate | 89.5% | 57.6%+31.9pp | 69.2%+20.3pp | 66.0%+23.5pp |
| Annual return | 19.29% | 17.76%+1.5pp | 30.53%-11.2pp | 31.51%-12.2pp |
| Employer contribution / active EE | $1,987 | $1,112+78.7% | $2,289-13.2% | $2,654-25.1% |
| Participant deferral / active EE | $3,278 | $2,720+20.5% | $4,084-19.7% | $4,375-25.1% |
| Admin fee / account holder | $187 | $1,098-83.0% | $8,777-97.9% | $834-77.6% |