See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT ADV Service code 27 111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032 | Advisory (Plan) | $19,250 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,525 |
Service code 13 1175 JOHN STREET · WEST HENRIETTA, NV 14586 | Contract Administrator | $1,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,199 | $84,936+82.7% | $111,297+39.4% | $79,386+95.5% |
| Participation rate | 77.8% | 75.9%+1.9pp | 77.3%+0.5pp | 70.7%+7.1pp |
| Annual return | 12.66% | 17.45%-4.8pp | 54.65%-42.0pp | 116.85%-104.2pp |
| Employer contribution / active EE | $2,017 | $1,979+1.9% | $2,731-26.1% | $2,427-16.9% |
| Participant deferral / active EE | $4,139 | $3,888+6.5% | $4,487-7.8% | $4,046+2.3% |
| Admin fee / account holder | $221 | $537-58.8% | $7,964-97.2% | $626-64.7% |