See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $55,390 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $46,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,558 | $60,607+9.8% | $189,557-64.9% | $86,799-23.3% |
| Participation rate | 50.1% | 68.9%-18.8pp | 78.4%-28.3pp | 72.3%-22.2pp |
| Annual return | 14.92% | 65.18%-50.3pp | 64.17%-49.2pp | 97.91%-83.0pp |
| Employer contribution / active EE | $1,555 | $1,626-4.4% | $4,412-64.8% | $2,405-35.4% |
| Participant deferral / active EE | $3,502 | $3,895-10.1% | $6,174-43.3% | $4,131-15.2% |
| Admin fee / account holder | $364 | $159+129.2% | $9,807-96.3% | $170+114.6% |