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 LLC2+ years Filed as: HUB RETIREMENT AND PRIVATE WEALTH Service code 70 100 SUNNYSIDE BLVD. · WOODBURY, NY 11797 | Consulting Fees | $24,982 |
Service code 50 · EIN 47-1411118 | Direct Payment | $22,237 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,393 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $132,614 | $126,574+4.8% | $106,213+24.9% | $145,922-9.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.44% | 224.79%-216.3pp | 116.14%-107.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,025 | $3,730-18.9% | $3,171-4.6% | $4,660-35.1% |
| Participant deferral / active EE | $6,788 | $5,724+18.6% | $5,016+35.3% | $6,688+1.5% |
| Admin fee / account holder | $484 | $17,304-97.2% | $11,033-95.6% | $13,397-96.4% |