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) | $54,301 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $43,969 |
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 | $54,237 | $50,458+7.5% | $159,960-66.1% | $64,808-16.3% |
| Participation rate | 49.5% | 68.0%-18.5pp | 78.0%-28.4pp | 71.5%-21.9pp |
| Annual return | -16.96% | -13.42%-3.5pp | 408.60%-425.6pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,443 | $1,722-16.2% | $4,226-65.9% | $2,506-42.4% |
| Participant deferral / active EE | $3,375 | $4,004-15.7% | $6,182-45.4% | $4,310-21.7% |
| Admin fee / account holder | $350 | $706-50.5% | $8,698-96.0% | $188+86.2% |