See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT ADV Service code 27 · EIN 82-0759826 | Advisory (Plan) | $22,829 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $13,246 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,253 | $49,451-4.4% | $79,550-40.6% | $66,914-29.4% |
| Participation rate | 82.1% | 61.3%+20.7pp | 69.5%+12.6pp | 69.8%+12.2pp |
| Annual return | -17.75% | 84.25%-102.0pp | 0.16%-17.9pp | 1.58%-19.3pp |
| Employer contribution / active EE | $927 | $1,266-26.8% | $2,413-61.6% | $2,544-63.6% |
| Participant deferral / active EE | $4,806 | $3,159+52.2% | $3,985+20.6% | $4,237+13.4% |
| Admin fee / account holder | $227 | $595-61.8% | $6,832-96.7% | $593-61.8% |