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 INV Service code 26 · EIN 82-0759826 | Advisory (Participants) | $21,283 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $6,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,802 | $58,778-23.8% | $129,295-65.3% | $77,671-42.3% |
| Participation rate | 32.6% | 59.2%-26.6pp | 69.6%-37.0pp | 70.6%-37.9pp |
| Annual return | 12.83% | 24.73%-11.9pp | 9429.28%-9416.4pp | 31.21%-18.4pp |
| Employer contribution / active EE | $769 | $1,952-60.6% | $4,157-81.5% | $2,726-71.8% |
| Participant deferral / active EE | $734 | $3,212-77.1% | $4,169-82.4% | $4,648-84.2% |
| Admin fee / account holder | $102 | $589-82.7% | $7,665-98.7% | $430-76.3% |