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 |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $49,131 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,201 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INVESTMENT ADVISORS, INC. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $22,861 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $48,065 | $88,890-45.9% | $102,423-53.1% | $77,643-38.1% |
| Participation rate | 92.5% | 80.9%+11.6pp | 76.5%+16.0pp | 70.6%+21.9pp |
| Annual return | 19.53% | 24.98%-5.5pp | 29.32%-9.8pp | 31.24%-11.7pp |
| Employer contribution / active EE | $1,391 | $2,698-48.4% | $3,023-54.0% | $2,726-49.0% |
| Participant deferral / active EE | $3,774 | $5,145-26.6% | $5,053-25.3% | $4,647-18.8% |
| Admin fee / account holder | $191 | $235-18.8% | $9,451-98.0% | $430-55.6% |