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 26 · EIN 13-4284240 | Advisory (Participants) | $5,725 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $1,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,500 | $84,487-79.3% | $125,339-86.0% | $66,914-73.8% |
| Participation rate | 59.7% | 76.4%-16.7pp | 82.4%-22.7pp | 69.8%-10.1pp |
| Annual return | -13.55% | -8.39%-5.2pp | 572.05%-585.6pp | 1.58%-15.1pp |
| Employer contribution / active EE | $2,144 | $3,553-39.6% | $4,814-55.5% | $2,544-15.7% |
| Participant deferral / active EE | $3,704 | $6,781-45.4% | $7,446-50.3% | $4,237-12.6% |
| Admin fee / account holder | $127 | $685-81.5% | $10,010-98.7% | $593-78.7% |