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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL ANALYSTS, LLC Service code 26 9951 CROSSPOINT BLVD. #100 · INDIANAPOLIS, IN 46256 | Advisory (Participants) | $24,750 |
Filed as: SHEPHERD FINANCIAL INVESTMENTS Service code 26 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Participants) | $8,250 |
Service code 17 · EIN 32-7481187 2110 CLEARLAKE BLVD, STE 200 · CHAMPAIGN, IL 618267500 | Pension Consulting | $4,330 |
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 | $112,139 | $64,909+72.8% | $82,313+36.2% | $62,292+80.0% |
| Participation rate | 79.5% | 74.9%+4.6pp | 76.9%+2.6pp | 69.5%+10.0pp |
| Annual return | 18.78% | 21.18%-2.4pp | 25.88%-7.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,759 | $1,676+4.9% | $2,428-27.6% | $2,042-13.9% |
| Participant deferral / active EE | $3,403 | $3,103+9.6% | $3,706-8.2% | $3,169+7.4% |
| Admin fee / account holder | $5 | $440-98.8% | $5,608-99.9% | $479-98.9% |