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 INVEST. ADVISORY Service code 15 · EIN 82-0759826 | Recordkeeping | $34,258 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,501 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $92,858 | $87,870+5.7% | $113,168-17.9% | $74,304+25.0% |
| Participation rate | 73.4% | 70.7%+2.7pp | 76.6%-3.2pp | 60.3%+13.1pp |
| Annual return | 17.98% | 26.44%-8.5pp | 24.27%-6.3pp | 29.43%-11.5pp |
| Employer contribution / active EE | $2,353 | $2,277+3.3% | $2,975-20.9% | $2,241+5.0% |
| Participant deferral / active EE | $4,077 | $4,241-3.9% | $5,107-20.2% | $3,767+8.2% |
| Admin fee / account holder | $394 | $3,368-88.3% | $12,068-96.7% | $2,969-86.7% |