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 |
|---|---|---|
Service code 49 · EIN 71-0294708 | Other Services | $34,084 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INVESTMENT ADVISORS, INC Service code 99 | Other Fees | $20,914 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $2,809 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INVESTMENT ADVISORS, INC. Service code 99 · EIN 20-1113894 | Other Fees | $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 | $25,548 | $48,335-47.1% | $121,098-78.9% | $71,457-64.2% |
| Participation rate | 76.1% | 54.3%+21.8pp | 69.5%+6.6pp | 67.9%+8.2pp |
| Annual return | 18.80% | 23.32%-4.5pp | 985.75%-966.9pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,203 | $1,489-19.2% | $4,164-71.1% | $2,588-53.5% |
| Participant deferral / active EE | $1,759 | $2,754-36.1% | $4,080-56.9% | $4,289-59.0% |
| Admin fee / account holder | $184 | $1,841-90.0% | $5,644-96.7% | $1,587-88.4% |