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 |
|---|---|---|
SHEPHERD KAPLAN LLC4+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $56,250 |
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 | $80,242 | $48,576+65.2% | $169,463-52.6% | $56,287+42.6% |
| Participation rate | 96.9% | 65.8%+31.1pp | 77.8%+19.1pp | 69.9%+27.0pp |
| Annual return | -3.20% | -2.51%-0.7pp | 1.83%-5.0pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,356 | $1,559+51.1% | $4,159-43.4% | $2,111+11.6% |
| Participant deferral / active EE | $7,283 | $3,275+122.4% | $5,277+38.0% | $3,350+117.4% |
| Admin fee / account holder | $78 | $435-82.0% | $9,109-99.1% | $521-84.9% |