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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $73,018 |
Filed as: SHEPHERD FINANCIAL PARTNERS LLC Service code 27 1004 MAIN ST · WINCHESTER, MA 01890 | Advisory (Plan) | $47,492 |
Service code 10 1 HIGHWOOD DRIVE · TEWKSBURY, MA 01876 | Accounting | $16,810 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,790 | $100,801+92.2% | $149,696+29.5% | $73,409+164.0% |
| Participation rate | 94.6% | 77.7%+16.9pp | 82.5%+12.1pp | 72.2%+22.4pp |
| Annual return | 20.59% | 265.34%-244.7pp | 276.60%-256.0pp | 59.29%-38.7pp |
| Employer contribution / active EE | $3,970 | $3,312+19.9% | $4,644-14.5% | $2,234+77.7% |
| Participant deferral / active EE | $10,595 | $6,404+65.4% | $6,842+54.9% | $3,805+178.4% |
| Admin fee / account holder | $258 | $181+42.5% | $9,309-97.2% | $158+63.2% |