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 |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT ADV Service code 27 111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032 | Advisory (Plan) | $33,000 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,185 |
Filed as: SHEPHERD PLAN PARTNERS LLC Service code 13 111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032 | Contract Administrator | $2,025 |
Service code 13 1175 JOHN STREET · WEST HENRIETTA, NV 14586 | Contract Administrator | $400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,771 | $79,171+80.3% | $102,423+39.4% | $74,495+91.7% |
| Participation rate | 87.1% | 74.8%+12.3pp | 76.5%+10.6pp | 67.2%+19.9pp |
| Annual return | 14.25% | 54.93%-40.7pp | 29.32%-15.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,339 | $2,362-1.0% | $3,023-22.6% | $2,623-10.8% |
| Participant deferral / active EE | $5,421 | $4,415+22.8% | $5,053+7.3% | $4,346+24.8% |
| Admin fee / account holder | $355 | $2,001-82.3% | $9,451-96.2% | $1,942-81.7% |