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 |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENTS Service code 26 111 CONGRESSIONAL BOULEVARD · CARMEL, IN 46032 | Advisory (Participants) | $48,483 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $9,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,464 | $119,627-46.1% | $146,958-56.1% | $99,062-34.9% |
| Participation rate | 58.6% | 73.4%-14.9pp | 82.2%-23.6pp | 71.6%-13.0pp |
| Annual return | 23.20% | 28.82%-5.6pp | 418.34%-395.1pp | 17.66%+5.5pp |
| Employer contribution / active EE | $1,635 | $4,153-60.6% | $4,933-66.8% | $3,262-49.9% |
| Participant deferral / active EE | $3,940 | $7,997-50.7% | $8,070-51.2% | $5,331-26.1% |
| Admin fee / account holder | $124 | $150-17.1% | $12,998-99.0% | $109+13.8% |