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) | $33,846 |
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $33,004 |
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 | $42,318 | $49,693-14.8% | $70,515-40.0% | $74,419-43.1% |
| Participation rate | 90.2% | 64.7%+25.5pp | 68.3%+21.8pp | 70.7%+19.4pp |
| Annual return | 49.71% | 21.22%+28.5pp | 32.77%+16.9pp | 34.38%+15.3pp |
| Employer contribution / active EE | $1,559 | $1,773-12.1% | $2,973-47.6% | $2,637-40.9% |
| Participant deferral / active EE | $3,641 | $3,376+7.9% | $4,567-20.3% | $4,528-19.6% |
| Admin fee / account holder | $144 | $316-54.2% | $6,412-97.7% | $348-58.5% |