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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,596 |
Filed as: SHEPHERD FINANCIAL Service code 27 111 CONGRESSIONAL BOULEVARD · CARMEL, IN 46032 | Advisory (Plan) | $12,494 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,394 | $64,909+60.8% | $82,313+26.8% | $62,292+67.6% |
| Participation rate | 98.7% | 74.9%+23.8pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 10.30% | 21.18%-10.9pp | 25.88%-15.6pp | 28.90%-18.6pp |
| Employer contribution / active EE | $2,154 | $1,676+28.5% | $2,428-11.3% | $2,042+5.5% |
| Participant deferral / active EE | $4,479 | $3,103+44.3% | $3,706+20.8% | $3,169+41.3% |
| Admin fee / account holder | $242 | $440-44.9% | $5,608-95.7% | $479-49.4% |