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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,764 |
Filed as: SHEPHERD FINANCIAL INVEST. ADVISORY Service code 15 · EIN 82-0759826 | Recordkeeping | $9,594 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.5 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $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 | $37,401 | $65,435-42.8% | $86,677-56.9% | $66,914-44.1% |
| Participation rate | 51.6% | 75.5%-23.8pp | 76.6%-25.0pp | 69.8%-18.2pp |
| Annual return | -9.70% | -10.89%+1.2pp | 35.91%-45.6pp | 1.58%-11.3pp |
| Employer contribution / active EE | $840 | $2,153-61.0% | $2,836-70.4% | $2,544-67.0% |
| Participant deferral / active EE | $1,726 | $4,100-57.9% | $4,656-62.9% | $4,237-59.3% |
| Admin fee / account holder | $249 | $642-61.3% | $7,493-96.7% | $593-58.1% |