Filed December 1, 2025
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 INV ADVISORY,LLC Service code 27 · EIN 82-0759826 | Advisory (Plan) | $82,873 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $55,177 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,874 | $79,124+32.5% | $60,874+72.3% | $64,808+61.8% |
| Participation rate | 96.5% | 77.7%+18.8pp | 73.1%+23.4pp | 71.5%+25.1pp |
| Annual return | -13.12% | -7.13%-6.0pp | 16.90%-30.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $2,695 | $3,050-11.6% | $2,701-0.2% | $2,506+7.6% |
| Participant deferral / active EE | $4,838 | $3,725+29.9% | $3,817+26.8% | $4,310+12.3% |
| Admin fee / account holder | $118 | $106+11.6% | $3,224-96.3% | $188-37.2% |