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 INVEST. ADVISORY Service code 15 · EIN 82-0759826 | Recordkeeping | $27,221 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,514 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,209 | $87,037-14.7% | $106,201-30.1% | $80,874-8.2% |
| Participation rate | 98.8% | 70.4%+28.3pp | 75.3%+23.5pp | 67.6%+31.1pp |
| Annual return | 13.32% | 17.05%-3.7pp | 116.26%-102.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $623 | $2,396-74.0% | $3,170-80.3% | $2,756-77.4% |
| Participant deferral / active EE | $4,675 | $3,986+17.3% | $5,012-6.7% | $4,297+8.8% |
| Admin fee / account holder | $376 | $8,434-95.5% | $11,039-96.6% | $6,935-94.6% |