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 INVESTMENTS Service code 27 · EIN 82-0759826 | Advisory (Plan) | $32,414 |
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $20,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,827 | $66,098+43.5% | $101,794-6.8% | $74,304+27.6% |
| Participation rate | 59.8% | 53.8%+6.0pp | 69.2%-9.4pp | 60.3%-0.6pp |
| Annual return | 13.38% | 19.59%-6.2pp | 30.53%-17.1pp | 29.43%-16.1pp |
| Employer contribution / active EE | $675 | $1,082-37.6% | $2,289-70.5% | $2,241-69.9% |
| Participant deferral / active EE | $4,231 | $2,781+52.1% | $4,084+3.6% | $3,767+12.3% |
| Admin fee / account holder | $306 | $4,146-92.6% | $8,777-96.5% | $2,969-89.7% |