See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $44,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,866 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,922 | $42,353+86.3% | $79,550-0.8% | $64,808+21.8% |
| Participation rate | 81.0% | 64.8%+16.3pp | 69.5%+11.5pp | 71.5%+9.6pp |
| Annual return | -13.43% | -12.24%-1.2pp | 0.16%-13.6pp | 32.82%-46.2pp |
| Employer contribution / active EE | $2,590 | $1,181+119.4% | $2,413+7.3% | $2,506+3.4% |
| Participant deferral / active EE | $5,167 | $3,170+63.0% | $3,985+29.7% | $4,310+19.9% |
| Admin fee / account holder | $251 | $160+57.6% | $6,832-96.3% | $188+33.9% |