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) | $10,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,572 | $71,883+24.6% | $86,677+3.3% | $68,494+30.8% |
| Participation rate | 98.4% | 72.2%+26.1pp | 76.6%+21.8pp | 67.9%+30.5pp |
| Annual return | 94.24% | 3.52%+90.7pp | 35.91%+58.3pp | -7.84%+102.1pp |
| Employer contribution / active EE | $3,817 | $2,173+75.7% | $2,836+34.6% | $2,596+47.0% |
| Participant deferral / active EE | $3,065 | $3,779-18.9% | $4,656-34.2% | $4,027-23.9% |
| Admin fee / account holder | $119 | $6,112-98.1% | $7,493-98.4% | $5,403-97.8% |