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 |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENTS Service code 27 · EIN 82-0759826 | Advisory (Plan) | $26,890 |
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $23,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,195 | $54,573+26.8% | $90,951-23.9% | $73,488-5.8% |
| Participation rate | 54.5% | 61.2%-6.7pp | 69.0%-14.5pp | 70.7%-16.2pp |
| Annual return | 13.10% | 16.69%-3.6pp | 134.60%-121.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $544 | $991-45.1% | $2,122-74.4% | $2,270-76.0% |
| Participant deferral / active EE | $2,567 | $2,517+2.0% | $3,373-23.9% | $3,740-31.4% |
| Admin fee / account holder | $259 | $521-50.3% | $5,959-95.7% | $513-49.5% |