See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $20,999 |
Filed as: SHERIDAN ROAD FINANCIAL Service code 99 · EIN 13-4284240 | Other Fees | $13,374 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,130 | $51,045-42.9% | $70,515-58.7% | $71,457-59.2% |
| Participation rate | 89.1% | 59.4%+29.7pp | 68.3%+20.7pp | 67.9%+21.2pp |
| Annual return | 123.13% | 42.63%+80.5pp | 32.77%+90.4pp | 28.85%+94.3pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,695 | $3,026+154.3% | $4,567+68.5% | $4,289+79.4% |
| Admin fee / account holder | $163 | $1,994-91.8% | $6,412-97.5% | $1,587-89.7% |