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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $60,372 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $13,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,991 | $72,254-48.8% | $86,677-57.3% | $64,808-42.9% |
| Participation rate | 83.9% | 80.4%+3.4pp | 76.6%+7.3pp | 71.5%+12.4pp |
| Annual return | -14.94% | 392.42%-407.4pp | 35.91%-50.8pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,511 | $2,393-36.9% | $2,836-46.7% | $2,506-39.7% |
| Participant deferral / active EE | $2,427 | $4,658-47.9% | $4,656-47.9% | $4,310-43.7% |
| Admin fee / account holder | $161 | $174-7.5% | $7,493-97.9% | $188-14.4% |