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 · CARMEL, IN 46032 | Advisory (Plan) | $79,282 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,325 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY · W DES MOINES, IA 50266 | Contract Administrator | $8,475 |
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 | $81,422 | $100,227-18.8% | $169,993-52.1% | $74,419+9.4% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.0%+9.7pp | 70.7%+26.0pp |
| Annual return | 18.35% | 66.08%-47.7pp | 53.37%-35.0pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,522 | $4,263-40.8% | $6,785-62.8% | $2,637-4.4% |
| Participant deferral / active EE | $6,232 | $7,143-12.8% | $10,408-40.1% | $4,528+37.6% |
| Admin fee / account holder | $226 | $234-3.8% | $12,815-98.2% | $348-35.2% |