See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT ADV Service code 27 111 CONGRESSIONAL BOULEVARD · CARMEL, IA 46032 | Advisory (Plan) | $11,233 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,405 | $86,286-59.0% | $111,297-68.2% | $85,850-58.8% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.4pp | 69.3%+27.4pp |
| Annual return | 13.79% | 19.99%-6.2pp | 54.65%-40.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $3,160 | $2,043+54.6% | $2,731+15.7% | $2,565+23.2% |
| Participant deferral / active EE | $2,946 | $3,641-19.1% | $4,487-34.4% | $3,952-25.5% |
| Admin fee / account holder | $128 | $8,188-98.4% | $7,964-98.4% | $6,260-98.0% |