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 8-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $114,257 |
SHEPHERD KAPLAN LLC6 years Filed as: SHEPHERD KAPLAN KROCHUK LLC Service code 27 · EIN 83-0368447 | Advisory (Plan) | $60,195 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,382 | $123,077-20.9% | $116,228-16.2% | $102,872-5.3% |
| Participation rate | 95.5% | 87.0%+8.5pp | 74.6%+21.0pp | 73.0%+22.5pp |
| Annual return | 16.92% | 15.84%+1.1pp | 90.06%-73.1pp | 19.06%-2.1pp |
| Employer contribution / active EE | $3,640 | $4,380-16.9% | $2,994+21.6% | $3,526+3.2% |
| Participant deferral / active EE | $5,418 | $6,746-19.7% | $4,953+9.4% | $5,535-2.1% |
| Admin fee / account holder | $113 | $115-2.0% | $11,989-99.1% | $292-61.3% |