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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $56,546 |
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 | $59,932 | $79,171-24.3% | $102,423-41.5% | $74,495-19.5% |
| Participation rate | 94.6% | 74.8%+19.8pp | 76.5%+18.1pp | 67.2%+27.4pp |
| Annual return | 9.52% | 54.93%-45.4pp | 29.32%-19.8pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $1,834 | $2,362-22.4% | $3,023-39.3% | $2,623-30.1% |
| Participant deferral / active EE | $2,965 | $4,415-32.8% | $5,053-41.3% | $4,346-31.8% |
| Admin fee / account holder | $261 | $2,001-86.9% | $9,451-97.2% | $1,942-86.5% |