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) | $28,351 |
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $23,120 |
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 | $67,136 | $54,701+22.7% | $86,188-22.1% | $71,457-6.0% |
| Participation rate | 69.1% | 60.1%+8.9pp | 69.0%+0.1pp | 67.9%+1.1pp |
| Annual return | 18.87% | 20.06%-1.2pp | 1168.45%-1149.6pp | 28.85%-10.0pp |
| Employer contribution / active EE | $824 | $1,265-34.9% | $2,380-65.4% | $2,588-68.2% |
| Participant deferral / active EE | $4,305 | $3,108+38.5% | $3,985+8.0% | $4,289+0.4% |
| Admin fee / account holder | $238 | $1,922-87.6% | $6,852-96.5% | $1,587-85.0% |