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 | $86,866 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $11,984 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,179 | $52,122+25.1% | $104,294-37.5% | $64,808+0.6% |
| Participation rate | 95.9% | 56.0%+39.9pp | 73.3%+22.6pp | 71.5%+24.4pp |
| Annual return | -16.22% | 13.26%-29.5pp | 24.61%-40.8pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,012 | $1,627+23.7% | $3,372-40.3% | $2,506-19.7% |
| Participant deferral / active EE | $6,695 | $2,823+137.2% | $4,625+44.8% | $4,310+55.3% |
| Admin fee / account holder | $96 | $155-37.6% | $7,339-98.7% | $188-48.6% |