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 | $147,398 |
Filed as: CAMBRIDGE INVESTMENT Service code 27 · EIN 20-1665305 | Advisory (Plan) | $26,173 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INTERNATIONAL INV SVCS INC. Service code 27 · EIN 26-3188716 | Advisory (Plan) | $8,246 |
MORNINGSTAR3 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 | $46,701 | $50,982-8.4% | $154,803-69.8% | $85,563-45.4% |
| Participation rate | 93.7% | 59.8%+33.9pp | 78.1%+15.6pp | 66.0%+27.7pp |
| Annual return | 12.91% | 30.35%-17.4pp | 58.88%-46.0pp | 31.51%-18.6pp |
| Employer contribution / active EE | $2,403 | $1,708+40.6% | $4,305-44.2% | $2,654-9.5% |
| Participant deferral / active EE | $3,422 | $2,474+38.3% | $5,540-38.2% | $4,375-21.8% |
| Admin fee / account holder | $211 | $846-75.0% | $14,329-98.5% | $834-74.7% |