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 | $81,621 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $23,981 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,303 | $58,101+19.3% | $118,925-41.7% | $73,409-5.6% |
| Participation rate | 96.5% | 56.1%+40.3pp | 75.4%+21.1pp | 72.2%+24.3pp |
| Annual return | 19.98% | 20.56%-0.6pp | 35.88%-15.9pp | 59.29%-39.3pp |
| Employer contribution / active EE | $1,948 | $1,445+34.8% | $3,263-40.3% | $2,234-12.8% |
| Participant deferral / active EE | $5,971 | $2,400+148.8% | $4,265+40.0% | $3,805+56.9% |
| Admin fee / account holder | $123 | $138-10.8% | $6,581-98.1% | $158-22.0% |