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) | $90,379 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $71,712 |
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 | $122,717 | $113,293+8.3% | $67,502+81.8% | $199,593-38.5% |
| Participation rate | 68.7% | 73.3%-4.6pp | 72.9%-4.1pp | 72.0%-3.2pp |
| Annual return | 12.69% | 15.88%-3.2pp | 3512.12%-3499.4pp | 34.25%-21.6pp |
| Employer contribution / active EE | $1,977 | $3,401-41.9% | $2,731-27.6% | $3,034-34.8% |
| Participant deferral / active EE | $3,628 | $4,159-12.8% | $4,000-9.3% | $5,087-28.7% |
| Admin fee / account holder | $131 | $103+27.4% | $3,998-96.7% | $269-51.4% |