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 | $50,412 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $14,994 |
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 | $107,486 | $59,186+81.6% | $76,768+40.0% | $56,287+91.0% |
| Participation rate | 99.1% | 75.2%+23.9pp | 77.0%+22.1pp | 69.9%+29.2pp |
| Annual return | -2.68% | 6.62%-9.3pp | 2.43%-5.1pp | -9.96%+7.3pp |
| Employer contribution / active EE | $2,351 | $1,759+33.7% | $2,485-5.4% | $2,111+11.4% |
| Participant deferral / active EE | $5,283 | $3,255+62.3% | $3,852+37.2% | $3,350+57.7% |
| Admin fee / account holder | $285 | $489-41.7% | $6,675-95.7% | $521-45.3% |