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) | $33,757 |
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $23,822 |
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 | $34,353 | $44,764-23.3% | $68,791-50.1% | $64,808-47.0% |
| Participation rate | 85.4% | 64.8%+20.7pp | 69.0%+16.4pp | 71.5%+14.0pp |
| Annual return | -15.52% | -10.91%-4.6pp | -6.38%-9.1pp | 32.82%-48.3pp |
| Employer contribution / active EE | $990 | $1,775-44.2% | $2,655-62.7% | $2,506-60.5% |
| Participant deferral / active EE | $3,531 | $3,238+9.0% | $3,941-10.4% | $4,310-18.1% |
| Admin fee / account holder | $156 | $151+3.3% | $4,932-96.8% | $188-16.8% |