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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,634 |
Filed as: SHEPHERD FINANCIAL INV Service code 26 · EIN 82-0759826 | Advisory (Participants) | $10,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,507 | $46,292-79.5% | $143,757-93.4% | $64,808-85.3% |
| Participation rate | 47.6% | 64.2%-16.6pp | 80.3%-32.7pp | 71.5%-23.8pp |
| Annual return | -14.67% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $329 | $1,910-82.7% | $4,951-93.3% | $2,506-86.9% |
| Participant deferral / active EE | $1,001 | $2,646-62.2% | $5,637-82.2% | $4,310-76.8% |
| Admin fee / account holder | $34 | $154-77.9% | $14,673-99.8% | $188-81.9% |