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 13 · EIN 42-0127290 | Contract Administrator | $97,551 |
Filed as: IFP ADVISORS, INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $28,031 |
Filed as: SHERIDAN ROAD FINANCIAL Service code 27 · EIN 13-4284239 | Advisory (Plan) | $8,598 |
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 | $33,640 | $69,159-51.4% | $125,175-73.1% | $67,579-50.2% |
| Participation rate | 94.0% | 78.2%+15.8pp | 79.8%+14.2pp | 71.3%+22.7pp |
| Annual return | 28.45% | 27.12%+1.3pp | 43.79%-15.3pp | 378.56%-350.1pp |
| Employer contribution / active EE | $1,542 | $2,023-23.8% | $3,865-60.1% | $2,148-28.2% |
| Participant deferral / active EE | $3,079 | $3,700-16.8% | $4,937-37.6% | $3,539-13.0% |
| Admin fee / account holder | $163 | $142+14.7% | $9,702-98.3% | $142+14.3% |