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 BOULEVARD · CARMEL, IA 46032 | Advisory (Plan) | $7,656 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,456 | $78,422-62.4% | $95,952-69.3% | $79,858-63.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -7.45% | 19.37%-26.8pp | 91.61%-99.1pp | 31.71%-39.2pp |
| Employer contribution / active EE | $3,518 | $1,945+80.9% | $2,541+38.5% | $2,471+42.4% |
| Participant deferral / active EE | $2,995 | $3,440-12.9% | $4,167-28.1% | $3,740-19.9% |
| Admin fee / account holder | $74 | $5,622-98.7% | $6,795-98.9% | $5,306-98.6% |