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.
| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC1+ years Filed as: HUB RETIREMENT AND PRIVATE WEALTH Service code 70 100 SUNNYSIDE BLVD. · WOODBURY, NY 11797 | Consulting Fees | $48,492 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,099 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,056 | $118,450-3.7% | $98,439+15.9% | $139,434-18.2% |
| Participation rate | 95.8% | 77.4%+18.4pp | 75.2%+20.7pp | 80.3%+15.5pp |
| Annual return | 11.71% | 18.94%-7.2pp | 21.16%-9.5pp | 372.94%-361.2pp |
| Employer contribution / active EE | $15,807 | $3,609+338.0% | $3,048+418.6% | $4,751+232.7% |
| Participant deferral / active EE | $34,414 | $5,392+538.3% | $4,738+626.4% | $6,710+412.9% |
| Admin fee / account holder | $375 | $14,026-97.3% | $8,948-95.8% | $11,403-96.7% |