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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,605 |
Filed as: SHEPHERD FINANCIAL INVEST. ADVISORY Service code 15 · EIN 82-0759826 | Recordkeeping | $24,867 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,669 | $58,926+19.9% | $97,226-27.3% | $74,495-5.1% |
| Participation rate | 91.7% | 63.5%+28.2pp | 72.7%+19.1pp | 67.2%+24.5pp |
| Annual return | 10.44% | 16.04%-5.6pp | 75.13%-64.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $908 | $1,894-52.1% | $2,729-66.7% | $2,623-65.4% |
| Participant deferral / active EE | $5,245 | $3,664+43.1% | $4,264+23.0% | $4,346+20.7% |
| Admin fee / account holder | $343 | $1,974-82.6% | $5,654-93.9% | $1,942-82.3% |