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 |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT ADV Service code 27 111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032 | Advisory (Plan) | $32,977 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,326 |
Service code 13 1175 JOHN STREET · WEST HENRIETTA, NV 14586 | Contract Administrator | $1,160 |
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 | $126,788 | $65,435+93.8% | $86,677+46.3% | $66,914+89.5% |
| Participation rate | 71.2% | 75.5%-4.2pp | 76.6%-5.4pp | 69.8%+1.4pp |
| Annual return | -20.41% | -10.89%-9.5pp | 35.91%-56.3pp | 1.58%-22.0pp |
| Employer contribution / active EE | $2,476 | $2,153+15.0% | $2,836-12.7% | $2,544-2.7% |
| Participant deferral / active EE | $5,314 | $4,100+29.6% | $4,656+14.1% | $4,237+25.4% |
| Admin fee / account holder | $376 | $642-41.4% | $7,493-95.0% | $593-36.7% |