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 | $16,448 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $15,367 |
KATZ, SAPPER & MILLER9+ years Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-1090346 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,996 |
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 | $62,163 | $54,701+13.6% | $86,188-27.9% | $71,457-13.0% |
| Participation rate | 90.7% | 60.1%+30.6pp | 69.0%+21.7pp | 67.9%+22.8pp |
| Annual return | 18.74% | 20.06%-1.3pp | 1168.45%-1149.7pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,343 | $1,265+6.2% | $2,380-43.6% | $2,588-48.1% |
| Participant deferral / active EE | $4,581 | $3,108+47.4% | $3,985+14.9% | $4,289+6.8% |
| Admin fee / account holder | $383 | $1,922-80.1% | $6,852-94.4% | $1,587-75.9% |