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 37 · EIN 04-2647786 | Loan Processing | $47,055 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL INV ADV SERV Service code 27 · EIN 82-2966199 | Advisory (Plan) | $28,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $95,493 | $78,419+21.8% | $133,956-28.7% | $73,409+30.1% |
| Participation rate | 93.4% | 78.6%+14.8pp | 79.8%+13.6pp | 72.2%+21.3pp |
| Annual return | 16.63% | 33.35%-16.7pp | 45.09%-28.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,315 | $2,044-35.7% | $3,919-66.5% | $2,234-41.1% |
| Participant deferral / active EE | $4,122 | $3,925+5.0% | $5,048-18.3% | $3,805+8.3% |
| Admin fee / account holder | $215 | $161+33.3% | $8,927-97.6% | $158+36.2% |