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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $105,232 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $30,974 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,324 | $102,872+5.3% | $136,749-20.8% | $102,872+5.3% |
| Participation rate | 97.8% | 73.0%+24.8pp | 72.1%+25.7pp | 73.0%+24.8pp |
| Annual return | 19.48% | 19.06%+0.4pp | 24.33%-4.8pp | 19.06%+0.4pp |
| Employer contribution / active EE | $2,456 | $3,526-30.4% | $3,400-27.8% | $3,526-30.4% |
| Participant deferral / active EE | $8,594 | $5,535+55.3% | $4,692+83.2% | $5,535+55.3% |
| Admin fee / account holder | $108 | $292-62.9% | $11,386-99.0% | $292-62.9% |