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 INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $41,769 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $35,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,474 | $56,152+2.4% | $185,823-69.1% | $73,409-21.7% |
| Participation rate | 46.7% | 67.6%-20.9pp | 78.0%-31.3pp | 72.2%-25.5pp |
| Annual return | 17.77% | 17.59%+0.2pp | 35.95%-18.2pp | 59.29%-41.5pp |
| Employer contribution / active EE | $1,251 | $1,532-18.3% | $4,087-69.4% | $2,234-44.0% |
| Participant deferral / active EE | $2,670 | $3,659-27.0% | $5,632-52.6% | $3,805-29.8% |
| Admin fee / account holder | $286 | $132+116.9% | $9,500-97.0% | $158+81.4% |