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 | $69,916 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $17,988 |
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 | $77,670 | $50,287+54.5% | $112,229-30.8% | $80,160-3.1% |
| Participation rate | 97.1% | 52.9%+44.2pp | 72.4%+24.7pp | 72.9%+24.2pp |
| Annual return | 22.92% | 19.72%+3.2pp | 30.20%-7.3pp | 40.38%-17.5pp |
| Employer contribution / active EE | $2,169 | $1,211+79.1% | $3,430-36.8% | $2,978-27.2% |
| Participant deferral / active EE | $7,312 | $2,265+222.9% | $4,798+52.4% | $5,017+45.7% |
| Admin fee / account holder | $78 | $116-32.8% | $7,748-99.0% | $145-46.1% |