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) | $34,512 |
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $25,366 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,174 | $60,776-29.0% | $85,682-49.6% | $79,386-45.6% |
| Participation rate | 81.6% | 62.1%+19.5pp | 69.9%+11.7pp | 70.7%+10.9pp |
| Annual return | 18.96% | 16.57%+2.4pp | 21.49%-2.5pp | 116.85%-97.9pp |
| Employer contribution / active EE | $1,141 | $1,663-31.4% | $2,618-56.4% | $2,427-53.0% |
| Participant deferral / active EE | $3,198 | $2,919+9.6% | $3,923-18.5% | $4,046-20.9% |
| Admin fee / account holder | $168 | $438-61.8% | $6,873-97.6% | $626-73.3% |