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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.
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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,275 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $16,719 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $13,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,370 | $79,171-66.7% | $102,423-74.3% | $74,495-64.6% |
| Participation rate | 93.9% | 74.8%+19.1pp | 76.5%+17.4pp | 67.2%+26.7pp |
| Annual return | 9.46% | 54.93%-45.5pp | 29.32%-19.9pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $1,289 | $2,362-45.5% | $3,023-57.4% | $2,623-50.9% |
| Participant deferral / active EE | $3,468 | $4,415-21.4% | $5,053-31.4% | $4,346-20.2% |
| Admin fee / account holder | $190 | $2,001-90.5% | $9,451-98.0% | $1,942-90.2% |