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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,973 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $14,483 |
KATZ, SAPPER & MILLER5+ years Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-1090346 | Accounting | $11,500 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,263 | $49,138+77.6% | $84,015+3.9% | $65,185+33.9% |
| Participation rate | 58.7% | 60.7%-2.1pp | 69.0%-10.4pp | 70.2%-11.5pp |
| Annual return | 18.02% | 23.00%-5.0pp | 71.31%-53.3pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,164 | $914+27.4% | $1,983-41.3% | $2,177-46.5% |
| Participant deferral / active EE | $3,891 | $2,397+62.3% | $3,239+20.1% | $3,514+10.7% |
| Admin fee / account holder | $484 | $543-10.8% | $6,101-92.1% | $847-42.8% |