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) | $90,991 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $62,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,856 | $105,179+11.1% | $64,056+82.4% | $80,160+45.8% |
| Participation rate | 61.3% | 73.5%-12.3pp | 72.3%-11.1pp | 72.9%-11.7pp |
| Annual return | 16.21% | 20.34%-4.1pp | 33.69%-17.5pp | 40.38%-24.2pp |
| Employer contribution / active EE | $1,661 | $3,311-49.8% | $2,747-39.5% | $2,978-44.2% |
| Participant deferral / active EE | $3,025 | $4,020-24.8% | $3,880-22.0% | $5,017-39.7% |
| Admin fee / account holder | $127 | $113+12.0% | $3,068-95.9% | $145-12.5% |