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 | $23,504 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,012 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,543 | $92,090-37.5% | $106,201-45.8% | $77,671-25.9% |
| Participation rate | 46.5% | 81.0%-34.6pp | 75.3%-28.8pp | 70.6%-24.1pp |
| Annual return | 13.88% | 17.89%-4.0pp | 116.26%-102.4pp | 31.21%-17.3pp |
| Employer contribution / active EE | $1,081 | $3,368-67.9% | $3,170-65.9% | $2,726-60.4% |
| Participant deferral / active EE | $2,270 | $5,386-57.9% | $5,012-54.7% | $4,648-51.2% |
| Admin fee / account holder | $297 | $219+35.5% | $11,039-97.3% | $430-31.0% |