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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,255 |
Service code 27 111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032 | Advisory (Plan) | $22,606 |
Filed as: SHEPHERD PLAN PARTNERS LLC Service code 13 111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032 | Contract Administrator | $2,675 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,279 | $86,944-47.9% | $107,525-57.9% | $74,304-39.1% |
| Participation rate | 94.7% | 59.6%+35.2pp | 75.1%+19.6pp | 60.3%+34.4pp |
| Annual return | 16.57% | 23.52%-6.9pp | 181.32%-164.7pp | 29.43%-12.9pp |
| Employer contribution / active EE | $624 | $2,757-77.4% | $3,754-83.4% | $2,241-72.2% |
| Participant deferral / active EE | $4,715 | $3,554+32.7% | $5,116-7.8% | $3,767+25.1% |
| Admin fee / account holder | $465 | $3,727-87.5% | $8,919-94.8% | $2,969-84.3% |