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 | $16,553 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $15,445 |
KATZ, SAPPER & MILLER1 year Service code 10 · EIN 35-1090346 | Accounting | $12,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,415 | $54,573+78.5% | $90,951+7.1% | $73,488+32.6% |
| Participation rate | 54.1% | 61.2%-7.1pp | 69.0%-15.0pp | 70.7%-16.6pp |
| Annual return | 11.67% | 16.69%-5.0pp | 134.60%-122.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $1,030 | $991+3.9% | $2,122-51.4% | $2,270-54.6% |
| Participant deferral / active EE | $3,530 | $2,517+40.3% | $3,373+4.7% | $3,740-5.6% |
| Admin fee / account holder | $573 | $521+10.0% | $5,959-90.4% | $513+11.8% |