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) | $23,683 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $15,242 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,960 | $54,701+4.1% | $86,188-33.9% | $71,457-20.3% |
| Participation rate | 81.7% | 60.1%+21.6pp | 69.0%+12.7pp | 67.9%+13.7pp |
| Annual return | 18.10% | 20.06%-2.0pp | 1168.45%-1150.3pp | 28.85%-10.7pp |
| Employer contribution / active EE | $934 | $1,265-26.2% | $2,380-60.8% | $2,588-63.9% |
| Participant deferral / active EE | $5,218 | $3,108+67.9% | $3,985+30.9% | $4,289+21.7% |
| Admin fee / account holder | $242 | $1,922-87.4% | $6,852-96.5% | $1,587-84.8% |