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 | $129,136 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL INV SVCS INC. Service code 27 · EIN 26-3188716 | Advisory (Plan) | $30,398 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $38,837 | $50,815-23.6% | $155,509-75.0% | $77,643-50.0% |
| Participation rate | 93.0% | 63.1%+29.9pp | 78.2%+14.8pp | 70.6%+22.4pp |
| Annual return | 13.41% | 34.80%-21.4pp | 64.67%-51.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,142 | $1,993+7.5% | $4,672-54.2% | $2,726-21.4% |
| Participant deferral / active EE | $3,047 | $2,822+8.0% | $5,626-45.8% | $4,647-34.4% |
| Admin fee / account holder | $173 | $437-60.4% | $15,912-98.9% | $430-59.9% |