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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $44,791 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $13,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $41,061 | $79,519-48.4% | $95,952-57.2% | $73,409-44.1% |
| Participation rate | 67.9% | 81.2%-13.3pp | 77.1%-9.2pp | 72.2%-4.3pp |
| Annual return | 13.92% | 19.20%-5.3pp | 91.61%-77.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $900 | $2,048-56.0% | $2,541-64.6% | $2,234-59.7% |
| Participant deferral / active EE | $1,428 | $4,138-65.5% | $4,167-65.7% | $3,805-62.5% |
| Admin fee / account holder | $118 | $184-36.1% | $6,795-98.3% | $158-25.4% |