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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,088 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $44,570 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,140 | $53,165+69.5% | $86,188+4.6% | $74,419+21.1% |
| Participation rate | 77.8% | 64.9%+12.9pp | 69.0%+8.8pp | 70.7%+7.0pp |
| Annual return | 15.19% | 22.64%-7.5pp | 1168.45%-1153.3pp | 34.38%-19.2pp |
| Employer contribution / active EE | $2,705 | $1,210+123.6% | $2,380+13.6% | $2,637+2.6% |
| Participant deferral / active EE | $5,277 | $3,234+63.1% | $3,985+32.4% | $4,528+16.5% |
| Admin fee / account holder | $267 | $551-51.5% | $6,852-96.1% | $348-23.1% |