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 | $18,134 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,428 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,196 | $84,556-59.6% | $116,228-70.6% | $74,304-54.0% |
| Participation rate | 90.9% | 66.0%+24.9pp | 74.6%+16.4pp | 60.3%+30.6pp |
| Annual return | 14.37% | 18.35%-4.0pp | 90.06%-75.7pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,050 | $2,168-5.4% | $2,994-31.5% | $2,241-8.5% |
| Participant deferral / active EE | $2,997 | $3,814-21.4% | $4,953-39.5% | $3,767-20.4% |
| Admin fee / account holder | $182 | $3,792-95.2% | $11,989-98.5% | $2,969-93.9% |