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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $59,308 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $13,260 |
Annual investment return 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 | $44,290 | $99,078-55.3% | $96,544-54.1% | $74,419-40.5% |
| Participation rate | 99.6% | 80.7%+19.0pp | 76.0%+23.7pp | 70.7%+28.9pp |
| Annual return | 13.40% | 22.48%-9.1pp | 25.84%-12.4pp | 34.38%-21.0pp |
| Employer contribution / active EE | $1,899 | $2,570-26.1% | $2,965-36.0% | $2,637-28.0% |
| Participant deferral / active EE | $3,001 | $4,933-39.2% | $4,851-38.1% | $4,528-33.7% |
| Admin fee / account holder | $175 | $225-22.0% | $8,252-97.9% | $348-49.6% |