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 | $111,340 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL INV SVCS INC. Service code 27 · EIN 26-3188716 | Advisory (Plan) | $27,295 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,414 | $47,126-29.1% | $149,673-77.7% | $74,419-55.1% |
| Participation rate | 90.4% | 63.4%+27.0pp | 78.8%+11.6pp | 70.7%+19.7pp |
| Annual return | 13.41% | 22.75%-9.3pp | 134.42%-121.0pp | 34.38%-21.0pp |
| Employer contribution / active EE | $2,300 | $1,905+20.7% | $4,818-52.3% | $2,637-12.8% |
| Participant deferral / active EE | $3,193 | $2,728+17.0% | $5,680-43.8% | $4,528-29.5% |
| Admin fee / account holder | $147 | $343-57.1% | $13,210-98.9% | $348-57.7% |