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) | $32,762 |
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $25,063 |
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 | $82,092 | $59,263+38.5% | $96,562-15.0% | $79,386+3.4% |
| Participation rate | 53.5% | 61.9%-8.4pp | 69.8%-16.3pp | 70.7%-17.2pp |
| Annual return | 11.98% | 27.07%-15.1pp | 37.78%-25.8pp | 116.85%-104.9pp |
| Employer contribution / active EE | $608 | $1,216-50.0% | $2,356-74.2% | $2,427-74.9% |
| Participant deferral / active EE | $3,141 | $2,948+6.5% | $3,849-18.4% | $4,046-22.4% |
| Admin fee / account holder | $317 | $658-51.8% | $6,181-94.9% | $626-49.4% |