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 5-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 37 · EIN 04-2647786 | Loan Processing | $534,581 |
SHERIDAN ROAD ADVISORS LLC2+ years Filed as: HUB INTERNATIONAL INV ADV SERV Service code 27 · EIN 82-2966199 | Advisory (Plan) | $28,125 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $23,210 |
CALVETTI FERGUSON1 year Service code 10 · EIN 13-4255527 | Accounting | $19,005 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,694 | $68,062-76.9% | $185,823-91.6% | $106,520-85.3% |
| Participation rate | 43.7% | 75.2%-31.5pp | 81.7%-38.0pp | 71.3%-27.6pp |
| Annual return | 13.40% | 18.20%-4.8pp | 122.05%-108.7pp | 19.28%-5.9pp |
| Employer contribution / active EE | $264 | $1,997-86.8% | $5,167-94.9% | $2,840-90.7% |
| Participant deferral / active EE | $518 | $3,990-87.0% | $5,568-90.7% | $4,948-89.5% |
| Admin fee / account holder | $106 | $53+101.9% | $16,237-99.3% | $75+42.9% |