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) | $27,688 |
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $21,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,784 | $49,451+4.7% | $79,550-34.9% | $66,914-22.6% |
| Participation rate | 74.9% | 61.3%+13.5pp | 69.5%+5.4pp | 69.8%+5.1pp |
| Annual return | -15.45% | 84.25%-99.7pp | 0.16%-15.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $893 | $1,266-29.4% | $2,413-63.0% | $2,544-64.9% |
| Participant deferral / active EE | $4,022 | $3,159+27.3% | $3,985+0.9% | $4,237-5.1% |
| Admin fee / account holder | $221 | $595-62.8% | $6,832-96.8% | $593-62.7% |