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 | $56,722 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,000 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INTERNATIONAL INV ADV SERV Service code 27 · EIN 82-2966199 | Advisory (Plan) | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,446 | $86,225+9.5% | $146,665-35.6% | $86,799+8.8% |
| Participation rate | 88.1% | 78.0%+10.1pp | 80.1%+8.0pp | 72.3%+15.8pp |
| Annual return | 14.55% | 31.23%-16.7pp | 22.74%-8.2pp | 97.91%-83.4pp |
| Employer contribution / active EE | $1,096 | $2,392-54.2% | $4,136-73.5% | $2,405-54.4% |
| Participant deferral / active EE | $3,915 | $4,245-7.8% | $5,506-28.9% | $4,131-5.2% |
| Admin fee / account holder | $224 | $195+14.5% | $10,280-97.8% | $170+31.8% |