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 | $26,103 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $18,360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,825 | $65,435-52.9% | $86,677-64.4% | $66,914-53.9% |
| Participation rate | 80.4% | 75.5%+5.0pp | 76.6%+3.9pp | 69.8%+10.6pp |
| Annual return | 1.06% | -10.89%+11.9pp | 35.91%-34.9pp | 1.58%-0.5pp |
| Employer contribution / active EE | $960 | $2,153-55.4% | $2,836-66.2% | $2,544-62.3% |
| Participant deferral / active EE | $2,240 | $4,100-45.4% | $4,656-51.9% | $4,237-47.1% |
| Admin fee / account holder | $175 | $642-72.7% | $7,493-97.7% | $593-70.5% |