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 ADVISORY LLC Service code 27 · EIN 82-0759826 | Advisory (Plan) | $29,642 |
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $22,551 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,073 | $51,288-37.5% | $81,983-60.9% | $73,409-56.3% |
| Participation rate | 78.6% | 64.0%+14.6pp | 69.2%+9.3pp | 72.2%+6.4pp |
| Annual return | 39.81% | 29.48%+10.3pp | 41.31%-1.5pp | 59.29%-19.5pp |
| Employer contribution / active EE | $1,087 | $1,487-26.9% | $2,498-56.5% | $2,234-51.4% |
| Participant deferral / active EE | $3,100 | $2,715+14.2% | $3,722-16.7% | $3,805-18.5% |
| Admin fee / account holder | $124 | $125-0.8% | $5,664-97.8% | $158-21.3% |