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) | $101,880 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,973 |
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY · W DES MOINES, IA 50266 | Contract Administrator | $13,410 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,973 | $129,021-25.6% | $184,203-47.9% | $77,643+23.6% |
| Participation rate | 97.2% | 87.3%+9.8pp | 86.8%+10.4pp | 70.6%+26.6pp |
| Annual return | 29.22% | 33.27%-4.1pp | 28.81%+0.4pp | 31.24%-2.0pp |
| Employer contribution / active EE | $2,609 | $4,413-40.9% | $6,427-59.4% | $2,726-4.3% |
| Participant deferral / active EE | $6,519 | $7,297-10.7% | $9,131-28.6% | $4,647+40.3% |
| Admin fee / account holder | $252 | $254-0.7% | $13,901-98.2% | $430-41.5% |