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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,233 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $16,942 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ, SAPPER & MILLER, LLP Service code 10 · EIN 35-1090346 | Accounting | $15,500 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,403 |
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 | $62,775 | $59,417+5.7% | $93,606-32.9% | $74,495-15.7% |
| Participation rate | 90.3% | 59.7%+30.6pp | 68.7%+21.6pp | 67.2%+23.1pp |
| Annual return | 11.59% | 81.83%-70.2pp | 133.20%-121.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,515 | $1,264+19.9% | $2,420-37.4% | $2,623-42.2% |
| Participant deferral / active EE | $4,518 | $3,050+48.1% | $4,411+2.4% | $4,346+4.0% |
| Admin fee / account holder | $352 | $3,021-88.3% | $8,285-95.7% | $1,942-81.9% |